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
1976
$838K ﹤0.01%
11,063
-587
1977
$838K ﹤0.01%
47,628
+4,161
1978
$837K ﹤0.01%
16,686
+11,377
1979
$837K ﹤0.01%
18,786
-1,570
1980
$835K ﹤0.01%
+50,862
1981
$834K ﹤0.01%
+16,072
1982
$833K ﹤0.01%
92,139
-2,871
1983
$827K ﹤0.01%
14,202
+230
1984
$826K ﹤0.01%
22,259
-4,420
1985
$824K ﹤0.01%
65,886
1986
$824K ﹤0.01%
30,544
-1,620
1987
$824K ﹤0.01%
54,442
-5,873
1988
$821K ﹤0.01%
16,778
-1,381
1989
$820K ﹤0.01%
21,183
+4,917
1990
$819K ﹤0.01%
31,502
-162
1991
$817K ﹤0.01%
8,727
+5,968
1992
$817K ﹤0.01%
23,500
1993
$817K ﹤0.01%
17,995
-5,876
1994
$817K ﹤0.01%
17,816
+7,985
1995
$817K ﹤0.01%
+30,247
1996
$815K ﹤0.01%
+23,070
1997
$814K ﹤0.01%
34,995
+4,069
1998
$813K ﹤0.01%
22,445
+762
1999
$813K ﹤0.01%
44,160
+19,485
2000
$812K ﹤0.01%
52,185
-3,527
78 79
80
81 82