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
1426
$1.89M ﹤0.01%
37,621
+1,469
1427
$1.89M ﹤0.01%
18,119
-166
1428
$1.88M ﹤0.01%
13,726
-846
1429
$1.88M ﹤0.01%
74,514
+9,149
1430
$1.87M ﹤0.01%
26,201
-24,355
1431
$1.87M ﹤0.01%
71,767
+4,518
1432
$1.87M ﹤0.01%
44,128
-3,122
1433
$1.86M ﹤0.01%
62,891
+2,322
1434
$1.86M ﹤0.01%
12,291
+573
1435
$1.85M ﹤0.01%
376,689
+10,300
1436
$1.84M ﹤0.01%
116,137
+16,377
1437
$1.84M ﹤0.01%
145,350
+88,590
1438
$1.84M ﹤0.01%
37,330
-2,725
1439
$1.83M ﹤0.01%
180,831
+35,780
1440
$1.83M ﹤0.01%
7,637
+6,643
1441
$1.83M ﹤0.01%
19,432
-12,243
1442
$1.82M ﹤0.01%
104,696
-6,366
1443
$1.82M ﹤0.01%
182,012
-620
1444
$1.82M ﹤0.01%
69,132
-5,311
1445
$1.82M ﹤0.01%
43,616
+26,383
1446
$1.82M ﹤0.01%
182,755
+10,887
1447
$1.82M ﹤0.01%
105,005
-6,039
1448
$1.81M ﹤0.01%
48,800
+17,242
1449
$1.8M ﹤0.01%
67,873
+7,285
1450
$1.8M ﹤0.01%
60,475
-12,382
56 57
58
59 60