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
1826
$1.03M ﹤0.01%
26,583
-1,418
1827
$1.02M ﹤0.01%
59,930
+32,050
1828
$1.02M ﹤0.01%
41,564
-7,059
1829
$1.02M ﹤0.01%
24,040
-597
1830
$1.02M ﹤0.01%
42,265
+1,917
1831
$1.02M ﹤0.01%
14,906
-2,267
1832
$1.01M ﹤0.01%
38,417
+7,010
1833
$1.01M ﹤0.01%
16,570
-719
1834
$1.01M ﹤0.01%
64,165
+49,280
1835
$1.01M ﹤0.01%
12,976
+16
1836
$1.01M ﹤0.01%
34,698
+8,180
1837
$1.01M ﹤0.01%
63,006
+2,942
1838
$1M ﹤0.01%
29,866
-4,163
1839
$1M ﹤0.01%
46,140
+20,744
1840
$1M ﹤0.01%
23,307
+551
1841
$993K ﹤0.01%
53,821
+828
1842
$993K ﹤0.01%
7,132
+1,406
1843
$992K ﹤0.01%
19,457
+13,079
1844
$992K ﹤0.01%
36,624
+4,595
1845
$991K ﹤0.01%
23,702
-1,010
1846
$988K ﹤0.01%
50,589
+3,192
1847
$988K ﹤0.01%
42,184
-1,443
1848
$987K ﹤0.01%
16,154
-1,082
1849
$987K ﹤0.01%
41,100
+6,416
1850
$987K ﹤0.01%
19,108
-250
72 73
74
75 76