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
2426
$421K ﹤0.01%
31,037
+4,193
2427
$420K ﹤0.01%
16,608
+1,583
2428
$419K ﹤0.01%
2,139
-76
2429
$418K ﹤0.01%
12,623
-3,046
2430
$415K ﹤0.01%
12,741
-303
2431
$414K ﹤0.01%
+18,818
2432
$413K ﹤0.01%
8,402
-1,968
2433
$412K ﹤0.01%
17,440
+4,342
2434
$412K ﹤0.01%
10,008
-282
2435
$412K ﹤0.01%
6,699
-531
2436
$411K ﹤0.01%
733
-359
2437
$411K ﹤0.01%
14,585
-3,805
2438
$411K ﹤0.01%
+8,575
2439
$410K ﹤0.01%
+18,851
2440
$410K ﹤0.01%
6,899
-2,525
2441
$408K ﹤0.01%
14,190
+122
2442
$403K ﹤0.01%
2,772
-2,746
2443
$403K ﹤0.01%
16,962
+3,826
2444
$403K ﹤0.01%
5,256
-28
2445
$402K ﹤0.01%
26,484
-2,376
2446
$400K ﹤0.01%
9,263
-1,197
2447
$400K ﹤0.01%
4,720
-1,870
2448
$399K ﹤0.01%
9,588
+464
2449
$398K ﹤0.01%
23,435
-8,144
2450
$398K ﹤0.01%
3,788
-25
96 97
98
99 100