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
2076
$726K ﹤0.01%
18,661
-7,453
2077
$724K ﹤0.01%
39,275
+1,532
2078
$723K ﹤0.01%
9,503
+4,051
2079
$722K ﹤0.01%
7,418
+2,098
2080
$722K ﹤0.01%
+8,277
2081
$721K ﹤0.01%
80,146
-3,757
2082
$720K ﹤0.01%
13,373
-1,129
2083
$717K ﹤0.01%
62,738
+14,339
2084
$717K ﹤0.01%
9,415
+921
2085
$716K ﹤0.01%
+5,878
2086
$715K ﹤0.01%
4,894
+46
2087
$714K ﹤0.01%
22,398
+12,853
2088
$714K ﹤0.01%
49,901
-2,979
2089
$713K ﹤0.01%
33,021
+1,278
2090
$708K ﹤0.01%
+8,954
2091
$707K ﹤0.01%
47,030
+9,876
2092
$707K ﹤0.01%
11,098
+4,158
2093
$707K ﹤0.01%
36,476
-15,597
2094
$706K ﹤0.01%
28,451
-30,620
2095
$706K ﹤0.01%
1,099
+35
2096
$706K ﹤0.01%
210,125
+22,288
2097
$705K ﹤0.01%
20,181
-1,043
2098
$703K ﹤0.01%
16,433
+5,731
2099
$701K ﹤0.01%
28,028
2100
$700K ﹤0.01%
+15,734
82 83
84
85 86