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
926
$4.54M 0.01%
480,523
-15,520
927
$4.53M 0.01%
48,518
-705
928
$4.52M 0.01%
196,451
+11,689
929
$4.52M 0.01%
46,464
+3,635
930
$4.51M 0.01%
93,799
-29,635
931
$4.51M 0.01%
2,560
932
$4.51M 0.01%
1,106
+67
933
$4.49M 0.01%
46,497
+660
934
$4.49M 0.01%
83,108
-448
935
$4.47M 0.01%
236,614
+9,671
936
$4.46M 0.01%
3,766
+35
937
$4.45M 0.01%
142,122
+100,778
938
$4.45M 0.01%
51,694
+32,611
939
$4.45M 0.01%
208,826
+894
940
$4.45M 0.01%
38,882
+8,243
941
$4.44M 0.01%
81,909
-201,880
942
$4.41M 0.01%
16,604
+46
943
$4.41M 0.01%
122,863
-29,950
944
$4.41M 0.01%
108,689
-1,362
945
$4.38M 0.01%
60,565
-16,379
946
$4.36M 0.01%
90,102
+55,282
947
$4.36M 0.01%
77,183
-4,539
948
$4.34M 0.01%
38,138
-15,198
949
$4.34M 0.01%
30,808
+5,544
950
$4.34M 0.01%
58,082
-2,514
36 37
38
39 40