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
2301
$513K ﹤0.01%
18,288
+6,293
2302
$512K ﹤0.01%
+12,350
2303
$511K ﹤0.01%
10,734
-72
2304
$510K ﹤0.01%
+31,946
2305
$509K ﹤0.01%
29,967
+3,175
2306
$508K ﹤0.01%
4,139
-1,280
2307
$506K ﹤0.01%
75,812
-2,480
2308
$506K ﹤0.01%
9,920
+6,000
2309
$505K ﹤0.01%
+44,343
2310
$504K ﹤0.01%
39,605
-7,981
2311
$503K ﹤0.01%
6,011
-260
2312
$502K ﹤0.01%
7,229
+730
2313
$500K ﹤0.01%
42,456
-5,791
2314
$499K ﹤0.01%
+7,366
2315
$497K ﹤0.01%
+9,518
2316
$496K ﹤0.01%
23,291
+3,965
2317
$495K ﹤0.01%
32,131
+14,017
2318
$493K ﹤0.01%
4,241
+109
2319
$493K ﹤0.01%
25,142
+10,632
2320
$492K ﹤0.01%
29,321
+2,565
2321
$492K ﹤0.01%
5,004
-5,483
2322
$490K ﹤0.01%
17,619
-5,160
2323
$489K ﹤0.01%
11,309
+106
2324
$488K ﹤0.01%
12,892
+2,113
2325
$488K ﹤0.01%
24,157
+3,426
91 92
93
94 95