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
1376
$2.05M ﹤0.01%
23,667
+1,832
1377
$2.05M ﹤0.01%
25,731
+5,535
1378
$2.05M ﹤0.01%
47,209
+6,145
1379
$2.05M ﹤0.01%
26,681
+1,939
1380
$2.04M ﹤0.01%
47,460
+2,368
1381
$2.04M ﹤0.01%
146,496
-3,589
1382
$2.03M ﹤0.01%
56,164
-2,027
1383
$2.03M ﹤0.01%
16,706
-1,925
1384
$2.03M ﹤0.01%
188,682
+11,913
1385
$2.02M ﹤0.01%
56,512
+8,499
1386
$2.02M ﹤0.01%
269,746
+6,112
1387
$2.02M ﹤0.01%
12,679
-3,498
1388
$2.01M ﹤0.01%
92,856
-6,942
1389
$2.01M ﹤0.01%
165,592
-13,774
1390
$2.01M ﹤0.01%
8,043
+2,973
1391
$2.01M ﹤0.01%
71,925
+2
1392
$2.01M ﹤0.01%
47,655
+9,192
1393
$2.01M ﹤0.01%
10,466
+3,561
1394
$2M ﹤0.01%
91,072
-11,108
1395
$2M ﹤0.01%
47,334
+19,475
1396
$2M ﹤0.01%
58,195
-11,623
1397
$2M ﹤0.01%
29,397
-3,863
1398
$1.99M ﹤0.01%
77,319
+4,974
1399
$1.98M ﹤0.01%
124,670
+5,447
1400
$1.98M ﹤0.01%
40,634
-2,150
54 55
56
57 58