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
951
$4.34M 0.01%
43,451
+2,023
952
$4.3M 0.01%
41,219
-6,983
953
$4.29M 0.01%
+109,647
954
$4.28M 0.01%
18,610
-136
955
$4.27M 0.01%
207,972
+197,158
956
$4.27M 0.01%
34,094
-392
957
$4.25M 0.01%
128,650
+5,322
958
$4.23M 0.01%
34,184
+2,797
959
$4.22M 0.01%
152,370
+17,512
960
$4.22M 0.01%
40,171
+3,215
961
$4.2M 0.01%
276,457
-972
962
$4.19M 0.01%
26,695
-3,396
963
$4.16M 0.01%
301,066
+152,638
964
$4.14M 0.01%
88,142
+1,313
965
$4.14M 0.01%
52,128
+5,588
966
$4.13M 0.01%
33,956
+16,329
967
$4.13M 0.01%
80,487
+1,347
968
$4.13M 0.01%
17,816
-434
969
$4.12M 0.01%
108,784
-1,376
970
$4.12M 0.01%
185,140
+45,316
971
$4.12M 0.01%
146,438
+1,118
972
$4.09M 0.01%
149,229
-394
973
$4.08M 0.01%
199,507
+19,547
974
$4.08M 0.01%
165,551
+7,076
975
$4.08M 0.01%
128,867
+3,031
37 38
39
40 41