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
776
$6.31M 0.01%
149,496
+1,536
777
$6.3M 0.01%
82,093
+16,132
778
$6.29M 0.01%
22,185
+1,268
779
$6.26M 0.01%
48,608
+6,961
780
$6.21M 0.01%
263,851
+244,826
781
$6.21M 0.01%
97,611
+4,898
782
$6.2M 0.01%
377,976
-1,288
783
$6.15M 0.01%
+65,414
784
$6.15M 0.01%
58,198
-3,612
785
$6.13M 0.01%
93,036
+5,624
786
$6.12M 0.01%
82,298
+36,447
787
$6.12M 0.01%
232,611
+14,205
788
$6.11M 0.01%
321,964
+113
789
$6.1M 0.01%
117,198
-1,662
790
$6.09M 0.01%
45,241
-723
791
$6.09M 0.01%
264,140
-84,842
792
$6.09M 0.01%
121,950
+4,846
793
$6.08M 0.01%
98,109
-1,675
794
$6.08M 0.01%
38,740
+1,122
795
$6.08M 0.01%
2,609,116
+95,475
796
$6.07M 0.01%
332,312
-32,624
797
$6.07M 0.01%
22,605
+3,007
798
$6.05M 0.01%
46,942
+856
799
$6.04M 0.01%
85,677
+4,741
800
$6.02M 0.01%
237,225
+181,633
30 31
32
33 34