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
976
$4.07M 0.01%
101,572
+26,001
977
$4.06M 0.01%
71,859
+8,682
978
$4.06M 0.01%
18,754
+906
979
$4.05M 0.01%
+325,399
980
$4.05M 0.01%
68,906
-8,936
981
$4.03M 0.01%
42,685
-1,057
982
$4.02M 0.01%
177,030
+27,666
983
$4.02M 0.01%
56,186
+1,066
984
$4.01M 0.01%
64,307
+11,471
985
$4M 0.01%
411,744
+18,995
986
$3.99M 0.01%
59,491
+21,897
987
$3.98M 0.01%
37,603
-19,957
988
$3.98M 0.01%
106,649
-127
989
$3.98M 0.01%
84,136
-21,767
990
$3.97M 0.01%
101,207
+1,761
991
$3.96M 0.01%
36,459
+3,407
992
$3.95M 0.01%
52,118
+14,070
993
$3.95M 0.01%
120,363
+872
994
$3.94M 0.01%
533,690
-29,300
995
$3.93M 0.01%
320,705
+14,251
996
$3.93M 0.01%
48,360
-1,575
997
$3.92M 0.01%
202,317
+3,690
998
$3.9M 0.01%
107,082
-5,568
999
$3.89M 0.01%
63,152
-163,356
1000
$3.87M 0.01%
440,915
+28,577
38 39
40
41 42