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
1576
$1.47M ﹤0.01%
22,842
1577
$1.46M ﹤0.01%
34,994
+19,674
1578
$1.46M ﹤0.01%
35,901
+1,568
1579
$1.46M ﹤0.01%
3,258
+1,681
1580
$1.46M ﹤0.01%
8,280
+5,791
1581
$1.46M ﹤0.01%
14,722
+4,062
1582
$1.46M ﹤0.01%
+266,463
1583
$1.45M ﹤0.01%
65,405
-2,679
1584
$1.45M ﹤0.01%
+50,714
1585
$1.45M ﹤0.01%
41,565
-2,374
1586
$1.45M ﹤0.01%
74,376
+16
1587
$1.44M ﹤0.01%
37,545
-18,181
1588
$1.44M ﹤0.01%
32,021
-711
1589
$1.44M ﹤0.01%
93,446
+72,377
1590
$1.44M ﹤0.01%
48,011
-2,836
1591
$1.44M ﹤0.01%
19,589
-561
1592
$1.44M ﹤0.01%
79,228
+16,621
1593
$1.44M ﹤0.01%
83,620
-28,450
1594
$1.44M ﹤0.01%
27,374
+3,574
1595
$1.43M ﹤0.01%
31,852
+25,959
1596
$1.43M ﹤0.01%
36,479
+1,498
1597
$1.43M ﹤0.01%
7,618
+796
1598
$1.43M ﹤0.01%
208,147
+9,280
1599
$1.43M ﹤0.01%
150,647
-3,375
1600
$1.43M ﹤0.01%
79,386
-6,238
62 63
64
65 66