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
1051
$3.52M 0.01%
104,706
+72,291
1052
$3.51M 0.01%
79,943
+1,936
1053
$3.51M 0.01%
47,912
-686
1054
$3.49M 0.01%
167,857
+1,132
1055
$3.48M 0.01%
186,351
-12,788
1056
$3.47M 0.01%
255,286
+5,983
1057
$3.47M 0.01%
35,304
+2,086
1058
$3.45M 0.01%
107,852
+10,137
1059
$3.45M 0.01%
96,099
+33,945
1060
$3.45M 0.01%
39,449
+8,292
1061
$3.44M 0.01%
26,106
+4,632
1062
$3.43M 0.01%
215,321
-20,135
1063
$3.42M 0.01%
55,339
+23,205
1064
$3.42M 0.01%
132,418
-18,369
1065
$3.41M 0.01%
28,542
+6,092
1066
$3.41M 0.01%
5,855
+65
1067
$3.41M 0.01%
33,176
+6,748
1068
$3.41M 0.01%
28,514
+2,224
1069
$3.41M 0.01%
130,200
+160
1070
$3.4M 0.01%
19,402
+13,861
1071
$3.4M 0.01%
58,660
-30,065
1072
$3.38M 0.01%
43,093
-1,054
1073
$3.38M 0.01%
67,118
+28,859
1074
$3.38M 0.01%
19,770
-2,575
1075
$3.37M 0.01%
87,427
+2,947
41 42
43
44 45