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
701
$7.29M 0.01%
215,671
-50,112
702
$7.23M 0.01%
92,140
+1,910
703
$7.23M 0.01%
68,753
+6,440
704
$7.23M 0.01%
163,120
-3,080
705
$7.22M 0.01%
206,678
+54,954
706
$7.19M 0.01%
87,874
-1,640
707
$7.19M 0.01%
164,085
+20,685
708
$7.18M 0.01%
497,916
+101,148
709
$7.16M 0.01%
81,043
-3,080
710
$7.15M 0.01%
69,121
+16,288
711
$7.13M 0.01%
340,613
+11,345
712
$7.1M 0.01%
338,768
-26,210
713
$7.1M 0.01%
345,894
-144,679
714
$7.09M 0.01%
53,841
+21,603
715
$7.09M 0.01%
24,156
+626
716
$7.07M 0.01%
437,713
-49,261
717
$7.06M 0.01%
49,333
+5,743
718
$7.05M 0.01%
59,623
+2,820
719
$7.05M 0.01%
77,075
+13,069
720
$7.01M 0.01%
38,846
+11,907
721
$6.97M 0.01%
302,430
-125,395
722
$6.97M 0.01%
283,692
-613,121
723
$6.97M 0.01%
95,239
+3,960
724
$6.96M 0.01%
39,125
+10,819
725
$6.93M 0.01%
165,775
+19,513
27 28
29
30 31