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
726
$6.92M 0.01%
63,110
+23,106
727
$6.89M 0.01%
73,682
+38,945
728
$6.87M 0.01%
+484,564
729
$6.87M 0.01%
123,069
-7,904
730
$6.84M 0.01%
34,242
+1,885
731
$6.81M 0.01%
75,759
+13,770
732
$6.81M 0.01%
173,553
+161,047
733
$6.8M 0.01%
77,622
-3,273
734
$6.8M 0.01%
254,821
-22,537
735
$6.8M 0.01%
75,226
-11,965
736
$6.77M 0.01%
18,493
+1,279
737
$6.77M 0.01%
93,647
-5,712
738
$6.77M 0.01%
41,037
+12,818
739
$6.76M 0.01%
129,874
+2,635
740
$6.74M 0.01%
129,790
+58,096
741
$6.72M 0.01%
388,874
+22,701
742
$6.71M 0.01%
74,557
+5,286
743
$6.69M 0.01%
62,110
+11,047
744
$6.69M 0.01%
146,751
+14,792
745
$6.68M 0.01%
69,085
-13,402
746
$6.67M 0.01%
+78,998
747
$6.66M 0.01%
65,291
+2,796
748
$6.66M 0.01%
70,034
-607
749
$6.65M 0.01%
76,223
+3,627
750
$6.65M 0.01%
132,918
+11,184
28 29
30
31 32