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
1676
$1.27M ﹤0.01%
60,819
-114,789
1677
$1.27M ﹤0.01%
11,623
+633
1678
$1.27M ﹤0.01%
31,837
-800
1679
$1.27M ﹤0.01%
15,483
+1,888
1680
$1.26M ﹤0.01%
8,200
+1,494
1681
$1.26M ﹤0.01%
63,952
+15,414
1682
$1.26M ﹤0.01%
7,205
-629
1683
$1.26M ﹤0.01%
2,298
-297
1684
$1.26M ﹤0.01%
242,681
-2,923
1685
$1.26M ﹤0.01%
29,401
+9,076
1686
$1.26M ﹤0.01%
15,133
+664
1687
$1.25M ﹤0.01%
25,918
+2,025
1688
$1.25M ﹤0.01%
43,600
1689
$1.25M ﹤0.01%
20,948
-545
1690
$1.25M ﹤0.01%
93,171
+776
1691
$1.25M ﹤0.01%
5,334
+51
1692
$1.25M ﹤0.01%
251,729
+110,449
1693
$1.24M ﹤0.01%
41,002
-5,019
1694
$1.24M ﹤0.01%
104,377
-8,925
1695
$1.24M ﹤0.01%
34,592
+12,133
1696
$1.24M ﹤0.01%
197,886
-17,334
1697
$1.24M ﹤0.01%
17,305
+2,261
1698
$1.24M ﹤0.01%
45,441
+27,195
1699
$1.24M ﹤0.01%
37,149
-358
1700
$1.23M ﹤0.01%
47,551
-2,310
66 67
68
69 70