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
1601
$1.42M ﹤0.01%
70,002
+13,539
1602
$1.42M ﹤0.01%
+50,416
1603
$1.41M ﹤0.01%
55,795
+2,773
1604
$1.41M ﹤0.01%
46,975
+31,708
1605
$1.41M ﹤0.01%
101,856
+27,629
1606
$1.41M ﹤0.01%
31,081
-4,643
1607
$1.41M ﹤0.01%
78,778
-17,633
1608
$1.4M ﹤0.01%
30,204
+6,297
1609
$1.4M ﹤0.01%
25,273
+6,831
1610
$1.4M ﹤0.01%
31,766
-528
1611
$1.4M ﹤0.01%
14,431
+3,079
1612
$1.4M ﹤0.01%
37,249
-158
1613
$1.39M ﹤0.01%
+79,867
1614
$1.39M ﹤0.01%
27,888
+866
1615
$1.39M ﹤0.01%
13,350
+2,212
1616
$1.39M ﹤0.01%
+42,109
1617
$1.39M ﹤0.01%
2,547
+116
1618
$1.39M ﹤0.01%
39,807
+15,660
1619
$1.38M ﹤0.01%
14,499
+3,381
1620
$1.38M ﹤0.01%
62,922
+9,987
1621
$1.38M ﹤0.01%
+25,654
1622
$1.37M ﹤0.01%
17,266
+2,900
1623
$1.37M ﹤0.01%
277,539
+264,638
1624
$1.37M ﹤0.01%
+21,477
1625
$1.37M ﹤0.01%
5,966
+340
63 64
65
66 67