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
1626
$1.37M ﹤0.01%
40,041
+1,938
1627
$1.36M ﹤0.01%
49,515
+26,439
1628
$1.36M ﹤0.01%
14,688
+984
1629
$1.36M ﹤0.01%
43,025
-1,172
1630
$1.35M ﹤0.01%
+41,674
1631
$1.35M ﹤0.01%
7,900
+1,737
1632
$1.35M ﹤0.01%
39,035
+2,743
1633
$1.35M ﹤0.01%
82,411
-10,296
1634
$1.35M ﹤0.01%
25,386
+18,361
1635
$1.35M ﹤0.01%
69,000
-24,206
1636
$1.35M ﹤0.01%
24,962
+4,601
1637
$1.35M ﹤0.01%
113,723
+51,144
1638
$1.34M ﹤0.01%
18,658
+2,226
1639
$1.34M ﹤0.01%
14,304
-71,822
1640
$1.34M ﹤0.01%
29,344
+16,563
1641
$1.34M ﹤0.01%
+135,544
1642
$1.33M ﹤0.01%
56,918
+1,598
1643
$1.33M ﹤0.01%
257,493
+244,657
1644
$1.33M ﹤0.01%
15,661
-10,522
1645
$1.33M ﹤0.01%
40,624
+8,345
1646
$1.33M ﹤0.01%
17,467
+1,929
1647
$1.32M ﹤0.01%
18,264
+857
1648
$1.32M ﹤0.01%
57,408
-3,726
1649
$1.32M ﹤0.01%
56,499
+3,677
1650
$1.32M ﹤0.01%
390,447
-53,615
64 65
66
67 68