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
1401
$1.97M ﹤0.01%
22,225
+12,512
1402
$1.97M ﹤0.01%
25,525
+523
1403
$1.96M ﹤0.01%
67,358
+44,873
1404
$1.96M ﹤0.01%
29,269
-331
1405
$1.96M ﹤0.01%
62,432
+3,565
1406
$1.96M ﹤0.01%
+179,448
1407
$1.95M ﹤0.01%
37,416
-4,296
1408
$1.95M ﹤0.01%
10,641
+2,662
1409
$1.95M ﹤0.01%
33,258
-783
1410
$1.94M ﹤0.01%
114,606
-8,380
1411
$1.94M ﹤0.01%
102,465
-114,042
1412
$1.94M ﹤0.01%
133,076
+83,024
1413
$1.93M ﹤0.01%
69,562
-3,119
1414
$1.93M ﹤0.01%
39,202
-4,593
1415
$1.92M ﹤0.01%
23,590
-508
1416
$1.92M ﹤0.01%
9,591
-1,391
1417
$1.92M ﹤0.01%
88,645
-32,026
1418
$1.92M ﹤0.01%
90,321
-16,768
1419
$1.91M ﹤0.01%
351,233
-127,640
1420
$1.91M ﹤0.01%
68,436
-10,677
1421
$1.91M ﹤0.01%
27,437
-7,568
1422
$1.9M ﹤0.01%
112,357
+1,689
1423
$1.9M ﹤0.01%
69,189
+4,458
1424
$1.89M ﹤0.01%
27,142
+8,495
1425
$1.89M ﹤0.01%
44,680
+771
55 56
57
58 59