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
1776
$1.1M ﹤0.01%
15,307
+4,299
1777
$1.1M ﹤0.01%
13,062
+966
1778
$1.1M ﹤0.01%
+45,897
1779
$1.1M ﹤0.01%
15,797
+5,332
1780
$1.09M ﹤0.01%
71,322
-5,795
1781
$1.09M ﹤0.01%
16,457
-1,830
1782
$1.09M ﹤0.01%
11,402
-6,713
1783
$1.09M ﹤0.01%
23,323
+1,197
1784
$1.09M ﹤0.01%
3,991
+1,282
1785
$1.08M ﹤0.01%
42,288
+6,049
1786
$1.08M ﹤0.01%
36,707
+2,261
1787
$1.08M ﹤0.01%
+60,510
1788
$1.08M ﹤0.01%
14,906
+1,171
1789
$1.08M ﹤0.01%
355
-3
1790
$1.07M ﹤0.01%
26,835
-3,428
1791
$1.07M ﹤0.01%
19,941
+1,114
1792
$1.07M ﹤0.01%
68,473
+6,637
1793
$1.06M ﹤0.01%
67,265
+9,524
1794
$1.06M ﹤0.01%
16,110
-5,204
1795
$1.06M ﹤0.01%
18,774
+666
1796
$1.06M ﹤0.01%
22,882
+3,040
1797
$1.06M ﹤0.01%
+52,432
1798
$1.06M ﹤0.01%
7,205
+180
1799
$1.06M ﹤0.01%
13,446
+599
1800
$1.06M ﹤0.01%
33,138
+1,292
70 71
72
73 74