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
2051
$760K ﹤0.01%
81,169
+34,674
2052
$758K ﹤0.01%
+19,864
2053
$757K ﹤0.01%
48,374
+16,760
2054
$755K ﹤0.01%
59,208
2055
$754K ﹤0.01%
29,298
+1,341
2056
$753K ﹤0.01%
+25,488
2057
$752K ﹤0.01%
11,695
+202
2058
$751K ﹤0.01%
77,218
+16,464
2059
$749K ﹤0.01%
+11,086
2060
$749K ﹤0.01%
37,000
2061
$747K ﹤0.01%
6,642
-9,855
2062
$746K ﹤0.01%
20,477
+4,942
2063
$745K ﹤0.01%
20,951
+715
2064
$744K ﹤0.01%
16,037
+2,576
2065
$740K ﹤0.01%
19,563
+1,410
2066
$739K ﹤0.01%
19,407
-255
2067
$738K ﹤0.01%
84,090
+3,029
2068
$735K ﹤0.01%
17,179
+113
2069
$734K ﹤0.01%
11,835
-885
2070
$733K ﹤0.01%
2,984
-39
2071
$733K ﹤0.01%
26,724
+6,724
2072
$730K ﹤0.01%
7,538
-3,254
2073
$730K ﹤0.01%
+38,507
2074
$728K ﹤0.01%
33,241
-6,553
2075
$728K ﹤0.01%
35,192
+18,782
81 82
83
84 85