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
1001
$3.85M 0.01%
151,750
+5,400
1002
$3.84M 0.01%
9,683
+4,178
1003
$3.83M 0.01%
4,131
-778
1004
$3.83M 0.01%
75,744
+23,685
1005
$3.82M 0.01%
61,669
+6,657
1006
$3.82M 0.01%
280,245
-99,708
1007
$3.81M 0.01%
126,147
+84,673
1008
$3.81M 0.01%
122,790
-1,608
1009
$3.79M 0.01%
291,008
-2,097
1010
$3.79M 0.01%
235,362
+5,931
1011
$3.79M 0.01%
101,465
-11,235
1012
$3.77M 0.01%
245,611
-3,170
1013
$3.76M 0.01%
105,462
+9,461
1014
$3.76M 0.01%
21,594
+6,747
1015
$3.74M 0.01%
110,282
+42,726
1016
$3.73M 0.01%
17,963
+4,279
1017
$3.73M 0.01%
209,605
+5,696
1018
$3.73M 0.01%
151,725
+6,799
1019
$3.73M 0.01%
147,524
+53,817
1020
$3.73M 0.01%
64,709
+1,221
1021
$3.7M 0.01%
+227,000
1022
$3.7M 0.01%
72,950
+3,091
1023
$3.69M 0.01%
146,122
+7,904
1024
$3.69M 0.01%
27,066
+339
1025
$3.69M 0.01%
6,110
-16
39 40
41
42 43