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
2226
$584K ﹤0.01%
+14,530
2227
$583K ﹤0.01%
+9,126
2228
$582K ﹤0.01%
35,982
-662
2229
$580K ﹤0.01%
+680
2230
$579K ﹤0.01%
73,675
-2,400
2231
$578K ﹤0.01%
16,538
+1,122
2232
$578K ﹤0.01%
19,053
-2,280
2233
$578K ﹤0.01%
16,386
-450
2234
$578K ﹤0.01%
+15,469
2235
$578K ﹤0.01%
30,712
+4,904
2236
$574K ﹤0.01%
9,979
-389
2237
$574K ﹤0.01%
9,580
+4,730
2238
$570K ﹤0.01%
22,231
+2,935
2239
$569K ﹤0.01%
31,592
+645
2240
$569K ﹤0.01%
246,593
-103,726
2241
$568K ﹤0.01%
35,300
-75,927
2242
$568K ﹤0.01%
52,038
+3,787
2243
$567K ﹤0.01%
4,156
+1,982
2244
$566K ﹤0.01%
7,300
+779
2245
$565K ﹤0.01%
6,867
-354
2246
$563K ﹤0.01%
9,049
-393
2247
$563K ﹤0.01%
+8,754
2248
$562K ﹤0.01%
42,836
+22,642
2249
$561K ﹤0.01%
12,315
-2,961
2250
$560K ﹤0.01%
19,056
+2,566
88 89
90
91 92