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
1801
$1.06M ﹤0.01%
+14,001
1802
$1.06M ﹤0.01%
11,898
+6,833
1803
$1.05M ﹤0.01%
83,952
-59,085
1804
$1.05M ﹤0.01%
26,789
-100
1805
$1.05M ﹤0.01%
33,135
-18,415
1806
$1.05M ﹤0.01%
27,526
-243
1807
$1.05M ﹤0.01%
13,758
+2,802
1808
$1.05M ﹤0.01%
75,429
+5,519
1809
$1.05M ﹤0.01%
18,609
+4,972
1810
$1.05M ﹤0.01%
20,864
+488
1811
$1.04M ﹤0.01%
+100,000
1812
$1.04M ﹤0.01%
11,387
-4,853
1813
$1.04M ﹤0.01%
14,031
+6,898
1814
$1.04M ﹤0.01%
20,812
+4,233
1815
$1.04M ﹤0.01%
34,859
-1,504
1816
$1.04M ﹤0.01%
52,708
+19,764
1817
$1.04M ﹤0.01%
128,429
+19,720
1818
$1.04M ﹤0.01%
15,072
+2,411
1819
$1.03M ﹤0.01%
93,944
-1,803
1820
$1.03M ﹤0.01%
104,376
-2,023
1821
$1.03M ﹤0.01%
94,255
+1,325
1822
$1.03M ﹤0.01%
14,377
+1,792
1823
$1.03M ﹤0.01%
105,629
-13,667
1824
$1.03M ﹤0.01%
75,896
+21,369
1825
$1.03M ﹤0.01%
57,866
+31,523
71 72
73
74 75