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
901
$4.76M 0.01%
52,266
-501
902
$4.76M 0.01%
115,734
+9,799
903
$4.76M 0.01%
31,834
-2,121
904
$4.75M 0.01%
20,885
+357
905
$4.74M 0.01%
289,314
+170,394
906
$4.71M 0.01%
28,800
+10,674
907
$4.71M 0.01%
164,867
+246
908
$4.7M 0.01%
215,828
+101,003
909
$4.68M 0.01%
42,866
-4,092
910
$4.66M 0.01%
107,000
+19,183
911
$4.65M 0.01%
74,816
+60,205
912
$4.65M 0.01%
71,228
-19
913
$4.65M 0.01%
41,182
-1,542
914
$4.64M 0.01%
70,201
-2,552
915
$4.62M 0.01%
124,608
-193,012
916
$4.61M 0.01%
116,448
-7,855
917
$4.6M 0.01%
83,801
-4,972
918
$4.56M 0.01%
72,977
-15,036
919
$4.56M 0.01%
288,301
+267,117
920
$4.56M 0.01%
80,335
-1,185
921
$4.56M 0.01%
178,676
-3,513
922
$4.55M 0.01%
37,666
+3,584
923
$4.55M 0.01%
50,448
-27,923
924
$4.54M 0.01%
148,207
-4,204
925
$4.54M 0.01%
66,883
-15,899
35 36
37
38 39