Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$7.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,191
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$78.1M
3
+$52.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$51.3M
5
MSFT icon
Microsoft
MSFT
+$48.6M

Top Sells

1
+$287M
2
+$36.6M
3
+$36M
4
QCOM icon
Qualcomm
QCOM
+$31.9M
5
AZN icon
AstraZeneca
AZN
+$27.3M

Sector Composition

1 Technology 17.03%
2 Healthcare 11.27%
3 Financials 9.04%
4 Industrials 8.9%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$2.82M 0.01%
+202,362
1177
$2.82M 0.01%
24,135
-14
1178
$2.82M 0.01%
422,650
+33,066
1179
$2.8M 0.01%
18,078
+437
1180
$2.8M 0.01%
76,536
-112,870
1181
$2.79M 0.01%
145,031
+12,230
1182
$2.77M 0.01%
22,764
+3,461
1183
$2.77M ﹤0.01%
27,229
-2,788
1184
$2.77M ﹤0.01%
40,451
+7,523
1185
$2.77M ﹤0.01%
75,714
-2,339
1186
$2.77M ﹤0.01%
216,899
+142,589
1187
$2.77M ﹤0.01%
28,960
+580
1188
$2.75M ﹤0.01%
31,613
+522
1189
$2.75M ﹤0.01%
411,203
+81,226
1190
$2.74M ﹤0.01%
53,064
+5,586
1191
$2.73M ﹤0.01%
49,626
+5,950
1192
$2.71M ﹤0.01%
97,000
+5,000
1193
$2.7M ﹤0.01%
67,036
+61,991
1194
$2.7M ﹤0.01%
24,610
-1,816
1195
$2.69M ﹤0.01%
97,889
-12,597
1196
$2.69M ﹤0.01%
178,304
-18,930
1197
$2.69M ﹤0.01%
24,208
-14,311
1198
$2.69M ﹤0.01%
25,579
+270
1199
$2.69M ﹤0.01%
79,660
+6,376
1200
$2.68M ﹤0.01%
92,116
+18,059
46 47
48
49 50