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
1301
$2.3M ﹤0.01%
56,265
-22,939
1302
$2.3M ﹤0.01%
17,516
+2,347
1303
$2.3M ﹤0.01%
73,263
1304
$2.29M ﹤0.01%
128,789
+19,573
1305
$2.29M ﹤0.01%
19,736
+870
1306
$2.29M ﹤0.01%
46,078
+330
1307
$2.29M ﹤0.01%
74,670
+1,183
1308
$2.28M ﹤0.01%
130,241
-6,568
1309
$2.28M ﹤0.01%
107,500
-26,727
1310
$2.28M ﹤0.01%
78,121
-2,082
1311
$2.28M ﹤0.01%
22,804
-683
1312
$2.28M ﹤0.01%
36,716
+5,652
1313
$2.27M ﹤0.01%
125,584
-14,514
1314
$2.27M ﹤0.01%
8,911
+1,879
1315
$2.27M ﹤0.01%
85,831
+22,784
1316
$2.25M ﹤0.01%
76,313
+5,788
1317
$2.25M ﹤0.01%
128,084
+89,635
1318
$2.25M ﹤0.01%
36,982
+8,665
1319
$2.25M ﹤0.01%
37,034
-8,490
1320
$2.25M ﹤0.01%
61,881
+20,114
1321
$2.25M ﹤0.01%
17,936
+1,273
1322
$2.25M ﹤0.01%
26,440
+2,705
1323
$2.25M ﹤0.01%
73,009
-30,910
1324
$2.23M ﹤0.01%
61,967
+22,003
1325
$2.23M ﹤0.01%
156,820
+21,657
51 52
53
54 55