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
1276
$2.41M ﹤0.01%
25,889
-5,911
1277
$2.41M ﹤0.01%
20,467
+926
1278
$2.41M ﹤0.01%
19,316
+594
1279
$2.41M ﹤0.01%
259,974
-17,947
1280
$2.4M ﹤0.01%
102,536
+49,881
1281
$2.38M ﹤0.01%
32,894
+17,188
1282
$2.38M ﹤0.01%
53,835
+10,638
1283
$2.38M ﹤0.01%
90,242
-4,820
1284
$2.38M ﹤0.01%
90,477
+6,176
1285
$2.38M ﹤0.01%
15,362
-2,523
1286
$2.38M ﹤0.01%
197,752
+141,125
1287
$2.38M ﹤0.01%
27,248
+19,999
1288
$2.37M ﹤0.01%
24,711
-1,901
1289
$2.36M ﹤0.01%
27,094
+18
1290
$2.35M ﹤0.01%
17,048
-979
1291
$2.35M ﹤0.01%
23,990
+158
1292
$2.34M ﹤0.01%
35,763
-5,896
1293
$2.33M ﹤0.01%
74,220
-3,624
1294
$2.33M ﹤0.01%
55,914
+21,833
1295
$2.33M ﹤0.01%
472
+332
1296
$2.33M ﹤0.01%
41,722
-1,008
1297
$2.33M ﹤0.01%
116,097
+12,171
1298
$2.32M ﹤0.01%
46,992
+4,958
1299
$2.31M ﹤0.01%
75,151
+2,636
1300
$2.31M ﹤0.01%
341,910
-108,922
50 51
52
53 54