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
2376
$462K ﹤0.01%
+19,284
2377
$462K ﹤0.01%
13,766
+1,035
2378
$462K ﹤0.01%
7,236
-86
2379
$460K ﹤0.01%
6,299
-14,730
2380
$459K ﹤0.01%
5,417
2381
$459K ﹤0.01%
17,693
+1,692
2382
$455K ﹤0.01%
7,415
-2,106
2383
$454K ﹤0.01%
21,146
-512
2384
$454K ﹤0.01%
10,140
+1,799
2385
$453K ﹤0.01%
23,524
+1,079
2386
$451K ﹤0.01%
30,330
-3,298
2387
$449K ﹤0.01%
2,851
+641
2388
$448K ﹤0.01%
31,709
-5,941
2389
$447K ﹤0.01%
8,475
-1,559
2390
$446K ﹤0.01%
8,244
-869
2391
$446K ﹤0.01%
5,655
-165
2392
$445K ﹤0.01%
77,270
+14,728
2393
$444K ﹤0.01%
3,142
+358
2394
$444K ﹤0.01%
15,499
-12,163
2395
$444K ﹤0.01%
24,837
+3,081
2396
$444K ﹤0.01%
20,818
-35,541
2397
$442K ﹤0.01%
21,886
+614
2398
$442K ﹤0.01%
+10,948
2399
$441K ﹤0.01%
19,985
2400
$440K ﹤0.01%
+75,360
94 95
96
97 98