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
1926
$891K ﹤0.01%
46,317
-1,000
1927
$888K ﹤0.01%
12,086
-143
1928
$886K ﹤0.01%
40,696
-2,885
1929
$886K ﹤0.01%
10,764
+2,610
1930
$884K ﹤0.01%
5,185
-364
1931
$884K ﹤0.01%
34,787
-37,161
1932
$884K ﹤0.01%
44,891
+1,964
1933
$883K ﹤0.01%
33,140
+325
1934
$883K ﹤0.01%
+19,695
1935
$883K ﹤0.01%
20,227
+12,022
1936
$882K ﹤0.01%
42,494
+23,494
1937
$880K ﹤0.01%
28,499
+14,984
1938
$880K ﹤0.01%
47,561
+753
1939
$880K ﹤0.01%
28,640
+3,184
1940
$880K ﹤0.01%
48,985
1941
$878K ﹤0.01%
+28,154
1942
$878K ﹤0.01%
+12,114
1943
$878K ﹤0.01%
84,588
+9,656
1944
$877K ﹤0.01%
23,356
-14,646
1945
$877K ﹤0.01%
+31,827
1946
$875K ﹤0.01%
8,083
-3,137
1947
$875K ﹤0.01%
18,336
-13,214
1948
$874K ﹤0.01%
19,662
+7,465
1949
$872K ﹤0.01%
10,498
+1,810
1950
$872K ﹤0.01%
18,188
+8
76 77
78
79 80