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 9.05%
4 Industrials 8.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5.05M 0.01%
67,170
+6,160
877
$5.05M 0.01%
86,411
+15,060
878
$5.04M 0.01%
230,283
+4,273
879
$5.03M 0.01%
133,888
+70,457
880
$5.03M 0.01%
78,783
-43,869
881
$5.02M 0.01%
42,171
-20,661
882
$5.01M 0.01%
107,572
+1,033
883
$5M 0.01%
85,498
+4,804
884
$4.99M 0.01%
48,301
+1,786
885
$4.98M 0.01%
+148,979
886
$4.97M 0.01%
86,430
-3,233
887
$4.97M 0.01%
147,153
+11,170
888
$4.93M 0.01%
108,075
-560
889
$4.93M 0.01%
142,805
+52,893
890
$4.93M 0.01%
40,481
+31,056
891
$4.92M 0.01%
276,238
-914
892
$4.9M 0.01%
63,986
+3,565
893
$4.88M 0.01%
320,136
+104,604
894
$4.88M 0.01%
35,374
-1,352
895
$4.86M 0.01%
46,872
+8,841
896
$4.86M 0.01%
164,778
+38,872
897
$4.82M 0.01%
97,398
-10,165
898
$4.81M 0.01%
38,923
+8,402
899
$4.78M 0.01%
95,019
+24,593
900
$4.78M 0.01%
213,360
+32,780
34 35
36
37 38