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
2126
$678K ﹤0.01%
22,934
-3,236
2127
$675K ﹤0.01%
26,518
+8,373
2128
$671K ﹤0.01%
34,463
+5,236
2129
$671K ﹤0.01%
+5,303
2130
$669K ﹤0.01%
14,250
+1,200
2131
$668K ﹤0.01%
27,487
+6,629
2132
$668K ﹤0.01%
17,971
-4,909
2133
$667K ﹤0.01%
27,799
-9,729
2134
$666K ﹤0.01%
24,970
+14,183
2135
$663K ﹤0.01%
16,026
-9,866
2136
$663K ﹤0.01%
14,590
-300
2137
$663K ﹤0.01%
22,734
-60,408
2138
$662K ﹤0.01%
52,849
+19,422
2139
$662K ﹤0.01%
10,144
+552
2140
$660K ﹤0.01%
+17,750
2141
$657K ﹤0.01%
25,241
-11,493
2142
$657K ﹤0.01%
8,444
-114
2143
$657K ﹤0.01%
58,459
-3,222
2144
$656K ﹤0.01%
103,063
-6,453
2145
$654K ﹤0.01%
+17,416
2146
$653K ﹤0.01%
4,744
-971
2147
$651K ﹤0.01%
8,618
+223
2148
$650K ﹤0.01%
74,583
-6,025
2149
$650K ﹤0.01%
+7,128
2150
$650K ﹤0.01%
76,529
-639
84 85
86
87 88