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
2276
$540K ﹤0.01%
13,255
-1,015
2277
$540K ﹤0.01%
+11,806
2278
$540K ﹤0.01%
7,792
+2,807
2279
$540K ﹤0.01%
8,676
-297
2280
$539K ﹤0.01%
12,542
-59
2281
$539K ﹤0.01%
3,469
+554
2282
$538K ﹤0.01%
7,241
+601
2283
$534K ﹤0.01%
+13,009
2284
$533K ﹤0.01%
25,157
+1,978
2285
$533K ﹤0.01%
5,167
+1,175
2286
$532K ﹤0.01%
19,322
+6,819
2287
$532K ﹤0.01%
44,557
-1,213
2288
$529K ﹤0.01%
22,900
+8,496
2289
$528K ﹤0.01%
+14,190
2290
$526K ﹤0.01%
13,750
+300
2291
$525K ﹤0.01%
76,069
+25,002
2292
$521K ﹤0.01%
12,978
-204
2293
$519K ﹤0.01%
5,833
-1,321
2294
$519K ﹤0.01%
17,155
2295
$518K ﹤0.01%
3,741
+700
2296
$516K ﹤0.01%
15,669
-2,475
2297
$516K ﹤0.01%
25,385
-2,641
2298
$514K ﹤0.01%
8,015
+997
2299
$514K ﹤0.01%
+46,377
2300
$513K ﹤0.01%
11,909
-12,166
90 91
92
93 94