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
651
$8.33M 0.01%
140,626
-2,047
652
$8.33M 0.01%
87,706
-2,029
653
$8.32M 0.01%
38,240
+778
654
$8.21M 0.01%
61,485
+5,558
655
$8.2M 0.01%
194,397
+1,793
656
$8.19M 0.01%
154,019
+5,031
657
$8.18M 0.01%
86,648
+15,053
658
$8.18M 0.01%
487,711
+66,246
659
$8.18M 0.01%
61,073
-39,951
660
$8.17M 0.01%
46,684
+9,075
661
$8.14M 0.01%
31,393
+11,275
662
$8.04M 0.01%
159,650
+56,531
663
$8.02M 0.01%
52,349
-13,751
664
$8.01M 0.01%
68,898
-7,457
665
$7.97M 0.01%
115,105
+11,155
666
$7.95M 0.01%
73,560
+1,997
667
$7.93M 0.01%
117,307
+70,251
668
$7.92M 0.01%
204,552
-26,296
669
$7.92M 0.01%
271,871
-8,578
670
$7.91M 0.01%
34,428
-2,799
671
$7.89M 0.01%
670,445
-39,489
672
$7.86M 0.01%
78,523
-7,120
673
$7.85M 0.01%
143,114
+5,384
674
$7.83M 0.01%
260,295
-22,883
675
$7.82M 0.01%
112,443
+9,667
25 26
27
28 29