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
1526
$1.6M ﹤0.01%
112,790
-10,945
1527
$1.6M ﹤0.01%
44,415
-21,284
1528
$1.59M ﹤0.01%
149,459
+2,602
1529
$1.59M ﹤0.01%
25,814
+14,640
1530
$1.58M ﹤0.01%
+19,737
1531
$1.58M ﹤0.01%
118,205
+2,906
1532
$1.58M ﹤0.01%
108,235
-25,995
1533
$1.58M ﹤0.01%
20,580
+488
1534
$1.58M ﹤0.01%
90,020
+1,297
1535
$1.57M ﹤0.01%
75,000
1536
$1.57M ﹤0.01%
138,286
+39,250
1537
$1.57M ﹤0.01%
74,632
+24,664
1538
$1.57M ﹤0.01%
104,634
+10,178
1539
$1.56M ﹤0.01%
+21,785
1540
$1.56M ﹤0.01%
73,959
-5,909
1541
$1.56M ﹤0.01%
83,518
+484
1542
$1.55M ﹤0.01%
38,670
-5,036
1543
$1.55M ﹤0.01%
215,416
+50,972
1544
$1.54M ﹤0.01%
52,709
-359
1545
$1.54M ﹤0.01%
6,938
-1,021
1546
$1.54M ﹤0.01%
23,728
1547
$1.53M ﹤0.01%
6,000
+224
1548
$1.53M ﹤0.01%
44,092
+3,003
1549
$1.53M ﹤0.01%
110,905
+7,334
1550
$1.53M ﹤0.01%
31,163
-2,290
60 61
62
63 64