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
1026
$3.68M 0.01%
284,789
-7,215
1027
$3.67M 0.01%
72,044
+8,504
1028
$3.67M 0.01%
48,222
+62
1029
$3.65M 0.01%
34,438
+10,903
1030
$3.64M 0.01%
76,122
-9,156
1031
$3.64M 0.01%
81,070
+1,363
1032
$3.63M 0.01%
126,838
-14,609
1033
$3.63M 0.01%
36,162
+9,525
1034
$3.62M 0.01%
364,588
+156,209
1035
$3.62M 0.01%
41,191
-14,441
1036
$3.62M 0.01%
12,308
+323
1037
$3.62M 0.01%
72,378
-50,076
1038
$3.61M 0.01%
66,639
-5,350
1039
$3.61M 0.01%
68,055
+43,825
1040
$3.61M 0.01%
68,424
-890
1041
$3.59M 0.01%
80,897
+3,606
1042
$3.59M 0.01%
45,639
-674
1043
$3.57M 0.01%
90,140
+10,511
1044
$3.56M 0.01%
46,637
-40
1045
$3.56M 0.01%
95,522
-6,382
1046
$3.55M 0.01%
98,165
-2,586
1047
$3.55M 0.01%
47,221
-1,414
1048
$3.54M 0.01%
+27,500
1049
$3.53M 0.01%
45,707
-7,914
1050
$3.53M 0.01%
109,147
-11,280
40 41
42
43 44