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
2351
$474K ﹤0.01%
54,712
-9,792
2352
$473K ﹤0.01%
10,207
-286
2353
$473K ﹤0.01%
90,000
2354
$472K ﹤0.01%
6,697
+839
2355
$472K ﹤0.01%
10,561
-598
2356
$472K ﹤0.01%
8,494
-443
2357
$471K ﹤0.01%
45,465
+2,000
2358
$470K ﹤0.01%
80,065
2359
$470K ﹤0.01%
22,674
+1,395
2360
$469K ﹤0.01%
+6,025
2361
$469K ﹤0.01%
56,042
-61,715
2362
$469K ﹤0.01%
31,764
+2,223
2363
$468K ﹤0.01%
8,100
-1,593
2364
$468K ﹤0.01%
24,650
+1,284
2365
$468K ﹤0.01%
32,272
+4,356
2366
$466K ﹤0.01%
3,392
+70
2367
$465K ﹤0.01%
18,182
-1,200
2368
$464K ﹤0.01%
+12,060
2369
$464K ﹤0.01%
15,563
+1,613
2370
$464K ﹤0.01%
4,159
+667
2371
$464K ﹤0.01%
41,505
+14,282
2372
$463K ﹤0.01%
26,542
-658
2373
$463K ﹤0.01%
+10,917
2374
$463K ﹤0.01%
16,295
+3,028
2375
$462K ﹤0.01%
28,314
-7,262
93 94
95
96 97