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
1726
$1.19M ﹤0.01%
50,180
-3,387
1727
$1.19M ﹤0.01%
81,152
-11,199
1728
$1.18M ﹤0.01%
50,958
+773
1729
$1.18M ﹤0.01%
+91,043
1730
$1.18M ﹤0.01%
12,600
-953
1731
$1.18M ﹤0.01%
117,939
-51,500
1732
$1.18M ﹤0.01%
29,903
+177
1733
$1.17M ﹤0.01%
36,645
+853
1734
$1.17M ﹤0.01%
69,482
+9,982
1735
$1.17M ﹤0.01%
+30,525
1736
$1.17M ﹤0.01%
29,190
+16,408
1737
$1.17M ﹤0.01%
21,775
+1,495
1738
$1.17M ﹤0.01%
21,573
+7,885
1739
$1.17M ﹤0.01%
26,782
+6,979
1740
$1.17M ﹤0.01%
115,200
-40,310
1741
$1.17M ﹤0.01%
7,338
-700
1742
$1.17M ﹤0.01%
133,128
-24,224
1743
$1.16M ﹤0.01%
15,936
-3,140
1744
$1.16M ﹤0.01%
44,209
+12,779
1745
$1.15M ﹤0.01%
393,897
-31,975
1746
$1.15M ﹤0.01%
16,676
-717
1747
$1.15M ﹤0.01%
18,173
-853
1748
$1.15M ﹤0.01%
18,436
+106
1749
$1.15M ﹤0.01%
293,098
-120,685
1750
$1.15M ﹤0.01%
43,674
-7,283
68 69
70
71 72