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
1476
$1.73M ﹤0.01%
14,749
-959
1477
$1.73M ﹤0.01%
67,935
+2,790
1478
$1.73M ﹤0.01%
25,592
+4,795
1479
$1.73M ﹤0.01%
51,496
+1,741
1480
$1.73M ﹤0.01%
280,109
-28,283
1481
$1.73M ﹤0.01%
6,201
+389
1482
$1.73M ﹤0.01%
11,205
+271
1483
$1.73M ﹤0.01%
148,454
+32,231
1484
$1.72M ﹤0.01%
+30,410
1485
$1.72M ﹤0.01%
75,104
+15,882
1486
$1.72M ﹤0.01%
22,383
-83
1487
$1.72M ﹤0.01%
71,218
+52,425
1488
$1.72M ﹤0.01%
58,196
+14,200
1489
$1.72M ﹤0.01%
72,455
-2,680
1490
$1.71M ﹤0.01%
63,445
+9,351
1491
$1.71M ﹤0.01%
37,234
-906
1492
$1.71M ﹤0.01%
24,725
+149
1493
$1.71M ﹤0.01%
53,699
-3,331
1494
$1.71M ﹤0.01%
23,248
-1,642
1495
$1.71M ﹤0.01%
133,824
+2,300
1496
$1.7M ﹤0.01%
123,891
-41,677
1497
$1.7M ﹤0.01%
85,807
-2,968
1498
$1.7M ﹤0.01%
116,598
+53,483
1499
$1.7M ﹤0.01%
106,972
-19,129
1500
$1.69M ﹤0.01%
30,856
+371
58 59
60
61 62