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
676
$7.79M 0.01%
341,781
+18,423
677
$7.78M 0.01%
62,220
+34,043
678
$7.77M 0.01%
82,247
-4,626
679
$7.76M 0.01%
44,867
+5,421
680
$7.76M 0.01%
332,344
+264,278
681
$7.75M 0.01%
89,304
-3,899
682
$7.7M 0.01%
60,478
+2,013
683
$7.67M 0.01%
20,231
-2,009
684
$7.67M 0.01%
7,419
-228
685
$7.62M 0.01%
281,248
+32,720
686
$7.54M 0.01%
287,563
+16,909
687
$7.53M 0.01%
262,656
+41,356
688
$7.53M 0.01%
44,793
+1,342
689
$7.52M 0.01%
148,281
+5,400
690
$7.51M 0.01%
130,224
+42,640
691
$7.51M 0.01%
153,278
-19,213
692
$7.48M 0.01%
86,700
-3,968
693
$7.46M 0.01%
56,344
+3,673
694
$7.45M 0.01%
85,232
+4,117
695
$7.4M 0.01%
168,067
+21,985
696
$7.39M 0.01%
150,805
+25,011
697
$7.38M 0.01%
406,320
+52,592
698
$7.37M 0.01%
74,272
-1,448
699
$7.36M 0.01%
138,623
-7,278
700
$7.35M 0.01%
216,756
+6,653
26 27
28
29 30