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
526
$12.6M 0.02%
5,644
+154
527
$12.6M 0.02%
94,870
+3,424
528
$12.6M 0.02%
303,543
+11,021
529
$12.5M 0.02%
118,035
-7,795
530
$12.4M 0.02%
295,383
+31,629
531
$12.4M 0.02%
206,087
+8,228
532
$12.3M 0.02%
216,160
+2,320
533
$12.3M 0.02%
123,862
+215
534
$12.3M 0.02%
974,586
-55,556
535
$12.3M 0.02%
53,263
+5,013
536
$12.3M 0.02%
612,803
-27,626
537
$12.2M 0.02%
63,513
+7,418
538
$12.2M 0.02%
1,445,584
-243,344
539
$12.2M 0.02%
317,306
-44,417
540
$12.2M 0.02%
533,742
+80,626
541
$12.2M 0.02%
121,168
+10,579
542
$12.1M 0.02%
249,514
+16,429
543
$12.1M 0.02%
136,610
-15,838
544
$12M 0.02%
103,475
+11,486
545
$12M 0.02%
352,970
+7,139
546
$12M 0.02%
27,486
+243
547
$12M 0.02%
793,711
+50,616
548
$11.9M 0.02%
120,730
+37,618
549
$11.8M 0.02%
183,280
+10,425
550
$11.8M 0.02%
281,592
+93,853
20 21
22
23 24