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
1851
$985K ﹤0.01%
11,788
+7,625
1852
$984K ﹤0.01%
8,643
-1,920
1853
$982K ﹤0.01%
27,481
-14,278
1854
$982K ﹤0.01%
+18,060
1855
$981K ﹤0.01%
19,367
+2,304
1856
$981K ﹤0.01%
+6,927
1857
$981K ﹤0.01%
36,510
+4,215
1858
$980K ﹤0.01%
21,348
-25,005
1859
$979K ﹤0.01%
46,162
+34,188
1860
$979K ﹤0.01%
18,281
-2,133
1861
$979K ﹤0.01%
10,531
+565
1862
$978K ﹤0.01%
66,419
+12,237
1863
$977K ﹤0.01%
30,733
-1,477
1864
$976K ﹤0.01%
64,046
-2,876
1865
$974K ﹤0.01%
115,242
-20,960
1866
$972K ﹤0.01%
40,928
-2,255
1867
$971K ﹤0.01%
+157,700
1868
$970K ﹤0.01%
24,456
+1,973
1869
$970K ﹤0.01%
218,657
-52,480
1870
$970K ﹤0.01%
58,064
-1,731
1871
$969K ﹤0.01%
25,121
+4,063
1872
$968K ﹤0.01%
8,378
+697
1873
$966K ﹤0.01%
+36,591
1874
$965K ﹤0.01%
22,308
-1,493
1875
$962K ﹤0.01%
+53,045
73 74
75
76 77