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
1201
$2.67M ﹤0.01%
183,656
+1,263
1202
$2.67M ﹤0.01%
81,845
+17,547
1203
$2.67M ﹤0.01%
74,391
-5,689
1204
$2.66M ﹤0.01%
25,013
-20,379
1205
$2.66M ﹤0.01%
10,296
-863
1206
$2.66M ﹤0.01%
153,619
-33,098
1207
$2.66M ﹤0.01%
23,155
-10,342
1208
$2.65M ﹤0.01%
22,193
-14,286
1209
$2.65M ﹤0.01%
17,624
+2,168
1210
$2.65M ﹤0.01%
62,884
-4,531
1211
$2.65M ﹤0.01%
15,179
-1,250
1212
$2.64M ﹤0.01%
59,973
-18,370
1213
$2.64M ﹤0.01%
28,359
+8,188
1214
$2.64M ﹤0.01%
103,260
+57,286
1215
$2.64M ﹤0.01%
284,956
+41,121
1216
$2.64M ﹤0.01%
50,506
+219
1217
$2.64M ﹤0.01%
60,719
+2,651
1218
$2.64M ﹤0.01%
6,871
-5,394
1219
$2.63M ﹤0.01%
9,361
+4,699
1220
$2.63M ﹤0.01%
98,890
+20,371
1221
$2.62M ﹤0.01%
99,284
+2,795
1222
$2.62M ﹤0.01%
47,017
+8,433
1223
$2.62M ﹤0.01%
29,057
-15,795
1224
$2.62M ﹤0.01%
53,315
+26,743
1225
$2.62M ﹤0.01%
39,731
+6,052
47 48
49
50 51