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
2151
$648K ﹤0.01%
12,412
+499
2152
$647K ﹤0.01%
12,050
-1,814
2153
$645K ﹤0.01%
11,736
+116
2154
$644K ﹤0.01%
19,543
-811
2155
$643K ﹤0.01%
10,823
-236
2156
$642K ﹤0.01%
34,435
-10,231
2157
$641K ﹤0.01%
14,827
+1,045
2158
$637K ﹤0.01%
12,790
-831
2159
$637K ﹤0.01%
6,643
+1,677
2160
$635K ﹤0.01%
2,577
+146
2161
$635K ﹤0.01%
12,045
-495
2162
$634K ﹤0.01%
56,330
-30,270
2163
$632K ﹤0.01%
8,953
-7,155
2164
$632K ﹤0.01%
55,746
+18,536
2165
$631K ﹤0.01%
38,787
+1,078
2166
$629K ﹤0.01%
+16,170
2167
$629K ﹤0.01%
13,212
+1,316
2168
$629K ﹤0.01%
+28,457
2169
$628K ﹤0.01%
7,254
+121
2170
$627K ﹤0.01%
78,068
+12,317
2171
$626K ﹤0.01%
91,201
-4,830
2172
$626K ﹤0.01%
13,542
+278
2173
$625K ﹤0.01%
18,492
+4,061
2174
$625K ﹤0.01%
16,245
+1,551
2175
$624K ﹤0.01%
96,799
-25,215
85 86
87
88 89