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
1501
$1.69M ﹤0.01%
23,135
+21
1502
$1.68M ﹤0.01%
191,502
+65,763
1503
$1.67M ﹤0.01%
273,846
+57,290
1504
$1.67M ﹤0.01%
21,023
+531
1505
$1.67M ﹤0.01%
+25,427
1506
$1.67M ﹤0.01%
12,328
+5,814
1507
$1.66M ﹤0.01%
10,943
-4,208
1508
$1.66M ﹤0.01%
133,000
-10,000
1509
$1.66M ﹤0.01%
13,871
+376
1510
$1.66M ﹤0.01%
16,044
+4,581
1511
$1.65M ﹤0.01%
25,588
+19,341
1512
$1.65M ﹤0.01%
39,921
-17,051
1513
$1.64M ﹤0.01%
112,196
+31,841
1514
$1.64M ﹤0.01%
78,413
+750
1515
$1.64M ﹤0.01%
52,529
+1,958
1516
$1.64M ﹤0.01%
60,517
+51,619
1517
$1.63M ﹤0.01%
25,943
-392
1518
$1.63M ﹤0.01%
51,789
-16,471
1519
$1.63M ﹤0.01%
17,767
+1,586
1520
$1.63M ﹤0.01%
23,385
+3,916
1521
$1.63M ﹤0.01%
123,072
-2,894
1522
$1.62M ﹤0.01%
36,603
+18,740
1523
$1.62M ﹤0.01%
5,385
+1,338
1524
$1.61M ﹤0.01%
20,959
+15,838
1525
$1.61M ﹤0.01%
195,946
-16,803
59 60
61
62 63