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
2451
$397K ﹤0.01%
8,242
-1,513
2452
$396K ﹤0.01%
+3,184
2453
$396K ﹤0.01%
44,593
-12,258
2454
$395K ﹤0.01%
10,595
+841
2455
$395K ﹤0.01%
17,059
-2,495
2456
$395K ﹤0.01%
+7,485
2457
$394K ﹤0.01%
38,405
-2,680
2458
$393K ﹤0.01%
25,409
+94
2459
$393K ﹤0.01%
13,877
+2,886
2460
$392K ﹤0.01%
50,868
-357
2461
$392K ﹤0.01%
19,755
+4,224
2462
$391K ﹤0.01%
37,025
+1,096
2463
$390K ﹤0.01%
21,618
-25,992
2464
$390K ﹤0.01%
29,372
+3,193
2465
$390K ﹤0.01%
+16,433
2466
$389K ﹤0.01%
+20,766
2467
$389K ﹤0.01%
19,467
+405
2468
$389K ﹤0.01%
13,245
+1,419
2469
$388K ﹤0.01%
22,013
-114
2470
$387K ﹤0.01%
3,734
+456
2471
$387K ﹤0.01%
17,170
-299
2472
$387K ﹤0.01%
6,593
+504
2473
$386K ﹤0.01%
9,491
-14,742
2474
$386K ﹤0.01%
20,502
-170
2475
$384K ﹤0.01%
+4,110
97 98
99
100 101