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
826
$5.66M 0.01%
573,329
+335,575
827
$5.65M 0.01%
110,713
+8,832
828
$5.64M 0.01%
25,237
+1,336
829
$5.64M 0.01%
19,442
-27,609
830
$5.63M 0.01%
123,714
+2,764
831
$5.61M 0.01%
53,669
-5,278
832
$5.59M 0.01%
21,384
+17,785
833
$5.58M 0.01%
197,690
+29,375
834
$5.56M 0.01%
384,517
+33,816
835
$5.53M 0.01%
103,695
+108
836
$5.53M 0.01%
59,254
+12,408
837
$5.53M 0.01%
69,578
-10
838
$5.52M 0.01%
58,277
+11,295
839
$5.51M 0.01%
+37,561
840
$5.51M 0.01%
114,081
-190
841
$5.49M 0.01%
29,528
+1,633
842
$5.48M 0.01%
41,562
+2,612
843
$5.46M 0.01%
94,666
+72,204
844
$5.45M 0.01%
83,061
+59,617
845
$5.44M 0.01%
73,744
+15,624
846
$5.44M 0.01%
25,688
-222
847
$5.4M 0.01%
35,217
+1,898
848
$5.4M 0.01%
80,312
+700
849
$5.39M 0.01%
86,585
+520
850
$5.39M 0.01%
235,095
+36,713
32 33
34
35 36