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
1951
$871K ﹤0.01%
3,895
-2,165
1952
$870K ﹤0.01%
105,083
-516
1953
$869K ﹤0.01%
+2,538
1954
$868K ﹤0.01%
45,090
-1,213
1955
$868K ﹤0.01%
7,752
+1,835
1956
$867K ﹤0.01%
12,515
+965
1957
$866K ﹤0.01%
+42,884
1958
$866K ﹤0.01%
25,394
+5,447
1959
$862K ﹤0.01%
19,839
+2,529
1960
$855K ﹤0.01%
+135
1961
$854K ﹤0.01%
34,429
+6,142
1962
$854K ﹤0.01%
52,066
+11,495
1963
$852K ﹤0.01%
36,070
+13,040
1964
$849K ﹤0.01%
50,638
-4,362
1965
$847K ﹤0.01%
20,365
+2,660
1966
$846K ﹤0.01%
8,634
-8,933
1967
$844K ﹤0.01%
71,491
-2,364
1968
$843K ﹤0.01%
4,661
-219
1969
$843K ﹤0.01%
104,894
-1,228
1970
$842K ﹤0.01%
13,952
-706
1971
$841K ﹤0.01%
14,511
+2,337
1972
$839K ﹤0.01%
37,588
-1,542
1973
$839K ﹤0.01%
79,667
-8,453
1974
$838K ﹤0.01%
20,827
-2,197
1975
$838K ﹤0.01%
15,503
+1,615
77 78
79
80 81