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
1251
$2.52M ﹤0.01%
61,046
-14,463
1252
$2.51M ﹤0.01%
210,190
+103,525
1253
$2.51M ﹤0.01%
62,261
+29,895
1254
$2.51M ﹤0.01%
58,915
+976
1255
$2.51M ﹤0.01%
34,259
+1,817
1256
$2.5M ﹤0.01%
47,733
+6,958
1257
$2.5M ﹤0.01%
41,258
-10,776
1258
$2.49M ﹤0.01%
110,149
+10,990
1259
$2.49M ﹤0.01%
223,914
+670
1260
$2.48M ﹤0.01%
52,543
-28,287
1261
$2.47M ﹤0.01%
123,395
+70
1262
$2.47M ﹤0.01%
179,677
+68,608
1263
$2.46M ﹤0.01%
82,998
+2,986
1264
$2.46M ﹤0.01%
57,181
+2,548
1265
$2.46M ﹤0.01%
45,658
+10,724
1266
$2.45M ﹤0.01%
18,857
+3,654
1267
$2.45M ﹤0.01%
78,295
+1,503
1268
$2.45M ﹤0.01%
28,842
+24,549
1269
$2.43M ﹤0.01%
264,568
+15,079
1270
$2.43M ﹤0.01%
95,606
-8,502
1271
$2.43M ﹤0.01%
172,377
+44
1272
$2.43M ﹤0.01%
29,555
+1,241
1273
$2.42M ﹤0.01%
36,839
+669
1274
$2.42M ﹤0.01%
140,813
+82,162
1275
$2.41M ﹤0.01%
53,316
-887
49 50
51
52 53