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
751
$6.63M 0.01%
156,256
+620
752
$6.61M 0.01%
131,691
-110,181
753
$6.61M 0.01%
252,088
+15,213
754
$6.6M 0.01%
304,711
-14,044
755
$6.59M 0.01%
106,909
+65,713
756
$6.58M 0.01%
138,214
+4,899
757
$6.57M 0.01%
135,562
-31,894
758
$6.57M 0.01%
30,805
+2,459
759
$6.56M 0.01%
250,259
+16,819
760
$6.54M 0.01%
98,075
-1,399
761
$6.54M 0.01%
67,320
+58,020
762
$6.52M 0.01%
142,808
-10,120
763
$6.51M 0.01%
306,868
-85,356
764
$6.5M 0.01%
114,599
+10,621
765
$6.49M 0.01%
66,822
-1,842
766
$6.45M 0.01%
96,629
+1,591
767
$6.45M 0.01%
111,710
+408
768
$6.45M 0.01%
28,454
+1,872
769
$6.43M 0.01%
90,784
+8,719
770
$6.42M 0.01%
87,841
+7,870
771
$6.39M 0.01%
355,372
+25,102
772
$6.38M 0.01%
20,286
+8,178
773
$6.36M 0.01%
67,160
+20,932
774
$6.33M 0.01%
221,730
+29,010
775
$6.33M 0.01%
93,111
+8,829
29 30
31
32 33