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
1901
$922K ﹤0.01%
6,216
-207
1902
$922K ﹤0.01%
107,275
+10,605
1903
$921K ﹤0.01%
46,781
-1,931
1904
$920K ﹤0.01%
63,766
+380
1905
$919K ﹤0.01%
32,358
-3,863
1906
$918K ﹤0.01%
60,615
+615
1907
$917K ﹤0.01%
13,069
+351
1908
$915K ﹤0.01%
56,126
-102,327
1909
$914K ﹤0.01%
67,560
-2,515
1910
$914K ﹤0.01%
14,278
+155
1911
$908K ﹤0.01%
33,537
+4,507
1912
$908K ﹤0.01%
+27,095
1913
$907K ﹤0.01%
10,337
+926
1914
$907K ﹤0.01%
+8,580
1915
$904K ﹤0.01%
14,390
+546
1916
$903K ﹤0.01%
21,274
+785
1917
$900K ﹤0.01%
6,771
-543
1918
$899K ﹤0.01%
16,875
+3,872
1919
$898K ﹤0.01%
40,096
+5,277
1920
$896K ﹤0.01%
245,901
-35,783
1921
$895K ﹤0.01%
+12,768
1922
$895K ﹤0.01%
32,407
+5,330
1923
$893K ﹤0.01%
21,726
+4,085
1924
$893K ﹤0.01%
107,852
+96,698
1925
$892K ﹤0.01%
25,018
+9,757
75 76
77
78 79