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
801
$6.01M 0.01%
280,105
+25,537
802
$5.99M 0.01%
98,232
-1,230
803
$5.99M 0.01%
165,020
+9,533
804
$5.98M 0.01%
423,495
+130,603
805
$5.95M 0.01%
62,349
+343
806
$5.94M 0.01%
115,919
-5,856
807
$5.94M 0.01%
341,487
-15,968
808
$5.94M 0.01%
68,621
+9,033
809
$5.93M 0.01%
72,101
+47,383
810
$5.91M 0.01%
126,345
+495
811
$5.88M 0.01%
43,117
+602
812
$5.86M 0.01%
249,476
+1,772
813
$5.86M 0.01%
16,349
+3,815
814
$5.85M 0.01%
303,197
-3,404
815
$5.84M 0.01%
186,503
+470
816
$5.83M 0.01%
247,403
-91,127
817
$5.83M 0.01%
157,401
-7,699
818
$5.79M 0.01%
212,174
+15,946
819
$5.79M 0.01%
231,512
+16,678
820
$5.78M 0.01%
60,119
-58,500
821
$5.71M 0.01%
131,997
+8,098
822
$5.7M 0.01%
178,712
+1,976
823
$5.69M 0.01%
61,125
+8,263
824
$5.68M 0.01%
110,151
+13,809
825
$5.67M 0.01%
41,694
+422
31 32
33
34 35