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
2176
$623K ﹤0.01%
7,244
+840
2177
$623K ﹤0.01%
48,041
-18,562
2178
$622K ﹤0.01%
7,162
+45
2179
$622K ﹤0.01%
99,567
-1,750
2180
$620K ﹤0.01%
7,419
+1,137
2181
$620K ﹤0.01%
44,315
+2,650
2182
$620K ﹤0.01%
15,568
+476
2183
$618K ﹤0.01%
11,658
+916
2184
$618K ﹤0.01%
88,378
+26,820
2185
$618K ﹤0.01%
+26,406
2186
$618K ﹤0.01%
2,438
+128
2187
$618K ﹤0.01%
10,926
+3,687
2188
$618K ﹤0.01%
9,965
-1,533
2189
$617K ﹤0.01%
7,481
+2,557
2190
$616K ﹤0.01%
+12,812
2191
$615K ﹤0.01%
4,628
+289
2192
$614K ﹤0.01%
24,020
-357
2193
$612K ﹤0.01%
8,233
-1,803
2194
$611K ﹤0.01%
+22,885
2195
$609K ﹤0.01%
51,675
-4,705
2196
$608K ﹤0.01%
21,472
-1,328
2197
$608K ﹤0.01%
17,867
-610
2198
$607K ﹤0.01%
5,136
-225
2199
$605K ﹤0.01%
13,477
+273
2200
$605K ﹤0.01%
4,754
-70
86 87
88
89 90