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
1451
$1.79M ﹤0.01%
156,747
-87,691
1452
$1.79M ﹤0.01%
63,611
+604
1453
$1.79M ﹤0.01%
10,845
-1,324
1454
$1.78M ﹤0.01%
+31,401
1455
$1.78M ﹤0.01%
100,374
-15,099
1456
$1.78M ﹤0.01%
19,347
-2,884
1457
$1.78M ﹤0.01%
13,024
-11,342
1458
$1.77M ﹤0.01%
26,045
-478
1459
$1.77M ﹤0.01%
124,270
+4,000
1460
$1.77M ﹤0.01%
89,495
+71,751
1461
$1.77M ﹤0.01%
24,217
-655
1462
$1.77M ﹤0.01%
33,138
-343
1463
$1.76M ﹤0.01%
17,493
+8,375
1464
$1.76M ﹤0.01%
76,020
+8,255
1465
$1.76M ﹤0.01%
16,154
-1,108
1466
$1.75M ﹤0.01%
17,012
-588
1467
$1.75M ﹤0.01%
8,216
-983
1468
$1.74M ﹤0.01%
28,250
+1,721
1469
$1.74M ﹤0.01%
73,630
+881
1470
$1.74M ﹤0.01%
69,671
+13,707
1471
$1.74M ﹤0.01%
10,047
+1,234
1472
$1.74M ﹤0.01%
34,900
+1,055
1473
$1.73M ﹤0.01%
77,000
-123,143
1474
$1.73M ﹤0.01%
195,731
+11,880
1475
$1.73M ﹤0.01%
29,613
+7,496
57 58
59
60 61