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
851
$5.37M 0.01%
78,517
-3,668
852
$5.36M 0.01%
142,643
+63,692
853
$5.34M 0.01%
75,804
-1,943
854
$5.34M 0.01%
141,934
+9,690
855
$5.34M 0.01%
105,021
+901
856
$5.34M 0.01%
46,239
+3,216
857
$5.32M 0.01%
73,818
+7,461
858
$5.32M 0.01%
58,551
+700
859
$5.31M 0.01%
176,331
-21,655
860
$5.3M 0.01%
267,802
+5,210
861
$5.24M 0.01%
+31,946
862
$5.23M 0.01%
288,830
-613
863
$5.21M 0.01%
21,961
+1,018
864
$5.2M 0.01%
33,312
+3,552
865
$5.17M 0.01%
64,614
+4,901
866
$5.15M 0.01%
175,146
+60,027
867
$5.15M 0.01%
44,840
+24,701
868
$5.14M 0.01%
401,095
+9,010
869
$5.14M 0.01%
32,097
+2,054
870
$5.14M 0.01%
52,696
-2,288
871
$5.14M 0.01%
+46,013
872
$5.12M 0.01%
167,275
+70,254
873
$5.08M 0.01%
27,625
+1,587
874
$5.08M 0.01%
101,921
+16,028
875
$5.06M 0.01%
261,743
+158,955
33 34
35
36 37