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
2401
$440K ﹤0.01%
9,696
+3,348
2402
$439K ﹤0.01%
144,154
-22,528
2403
$439K ﹤0.01%
19,129
-229
2404
$437K ﹤0.01%
+13,815
2405
$434K ﹤0.01%
22,765
-3,812
2406
$434K ﹤0.01%
+6,496
2407
$433K ﹤0.01%
10,491
+4,240
2408
$432K ﹤0.01%
6,788
-1,556
2409
$431K ﹤0.01%
8,104
+357
2410
$431K ﹤0.01%
16,480
+588
2411
$431K ﹤0.01%
16,882
+5,185
2412
$430K ﹤0.01%
44,562
-5,491
2413
$430K ﹤0.01%
7,535
-232
2414
$430K ﹤0.01%
25,960
+14,593
2415
$429K ﹤0.01%
7,538
-99
2416
$429K ﹤0.01%
+6,188
2417
$427K ﹤0.01%
44,909
+1,924
2418
$427K ﹤0.01%
15,804
+5,118
2419
$426K ﹤0.01%
+3,519
2420
$425K ﹤0.01%
23,779
+2,001
2421
$425K ﹤0.01%
+5,901
2422
$424K ﹤0.01%
+34
2423
$424K ﹤0.01%
15,845
-3,350
2424
$422K ﹤0.01%
2,990
+66
2425
$422K ﹤0.01%
17,104
+10,155
95 96
97
98 99