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
1551
$1.53M ﹤0.01%
+33,521
1552
$1.53M ﹤0.01%
37,353
+12,336
1553
$1.52M ﹤0.01%
68,065
-3,470
1554
$1.52M ﹤0.01%
101,396
-2,900
1555
$1.52M ﹤0.01%
+39,923
1556
$1.51M ﹤0.01%
56,211
-60,091
1557
$1.51M ﹤0.01%
33,905
+373
1558
$1.51M ﹤0.01%
2,959
+892
1559
$1.51M ﹤0.01%
30,713
+3,015
1560
$1.5M ﹤0.01%
55,000
1561
$1.5M ﹤0.01%
64,407
+1,479
1562
$1.5M ﹤0.01%
19,472
+528
1563
$1.5M ﹤0.01%
36,255
+5,045
1564
$1.5M ﹤0.01%
48,598
-1,531
1565
$1.5M ﹤0.01%
36,950
+13,234
1566
$1.5M ﹤0.01%
32,218
+941
1567
$1.49M ﹤0.01%
26,652
+1,489
1568
$1.49M ﹤0.01%
90,630
+4,725
1569
$1.48M ﹤0.01%
234,218
+991
1570
$1.48M ﹤0.01%
168,330
+36,478
1571
$1.48M ﹤0.01%
60,617
+3,829
1572
$1.47M ﹤0.01%
47,419
+19,041
1573
$1.47M ﹤0.01%
47,273
+97
1574
$1.47M ﹤0.01%
56,272
+2,288
1575
$1.47M ﹤0.01%
85,252
-2,996
61 62
63
64 65