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
2201
$605K ﹤0.01%
41,100
+30,800
2202
$604K ﹤0.01%
9,377
-118
2203
$602K ﹤0.01%
184,121
+33,331
2204
$602K ﹤0.01%
50,440
-33,414
2205
$601K ﹤0.01%
21,245
+435
2206
$600K ﹤0.01%
12,997
-1,517
2207
$600K ﹤0.01%
+13,305
2208
$598K ﹤0.01%
18,651
-1,259
2209
$598K ﹤0.01%
31,980
+3,920
2210
$597K ﹤0.01%
+14,339
2211
$596K ﹤0.01%
238,386
-2,500
2212
$595K ﹤0.01%
54,617
+38
2213
$594K ﹤0.01%
20,820
-4,126
2214
$593K ﹤0.01%
32,453
+1,272
2215
$592K ﹤0.01%
6,420
+27
2216
$592K ﹤0.01%
+8,999
2217
$592K ﹤0.01%
43,273
-96
2218
$591K ﹤0.01%
15,260
-915
2219
$588K ﹤0.01%
13,420
-504
2220
$587K ﹤0.01%
7,763
-6,761
2221
$586K ﹤0.01%
2,940
+213
2222
$586K ﹤0.01%
7,387
-2,802
2223
$585K ﹤0.01%
+31,028
2224
$585K ﹤0.01%
16,528
-328
2225
$585K ﹤0.01%
23,318
-10,417
87 88
89
90 91