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
1326
$2.22M ﹤0.01%
28,470
+4,953
1327
$2.22M ﹤0.01%
87,498
+2,428
1328
$2.21M ﹤0.01%
68,602
-20,270
1329
$2.21M ﹤0.01%
8,909
-296
1330
$2.2M ﹤0.01%
+43,470
1331
$2.2M ﹤0.01%
143,673
+108,139
1332
$2.19M ﹤0.01%
108,171
+16,614
1333
$2.19M ﹤0.01%
91,091
-3,744
1334
$2.19M ﹤0.01%
32,899
+851
1335
$2.18M ﹤0.01%
7,438
+3,304
1336
$2.17M ﹤0.01%
430,701
+4,163
1337
$2.17M ﹤0.01%
26,869
+2,451
1338
$2.17M ﹤0.01%
41,168
+13,065
1339
$2.16M ﹤0.01%
75,701
+1,019
1340
$2.15M ﹤0.01%
37,499
+1,102
1341
$2.15M ﹤0.01%
27,809
+9,319
1342
$2.15M ﹤0.01%
81,312
+4,328
1343
$2.15M ﹤0.01%
64,724
+882
1344
$2.15M ﹤0.01%
39,691
+75
1345
$2.14M ﹤0.01%
33,377
+20,712
1346
$2.14M ﹤0.01%
12,952
-438
1347
$2.13M ﹤0.01%
44,194
-40,439
1348
$2.13M ﹤0.01%
50,524
-401
1349
$2.13M ﹤0.01%
27,885
+4,427
1350
$2.13M ﹤0.01%
158,745
-444
52 53
54
55 56