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
1076
$3.36M 0.01%
28,390
+4,236
1077
$3.36M 0.01%
54,552
+10,551
1078
$3.33M 0.01%
72,370
-1,080
1079
$3.33M 0.01%
+29,213
1080
$3.33M 0.01%
227,325
-68,466
1081
$3.33M 0.01%
226,182
+1,916
1082
$3.33M 0.01%
82,520
+10,158
1083
$3.32M 0.01%
103,554
+3,683
1084
$3.32M 0.01%
19,570
+750
1085
$3.32M 0.01%
122,448
+29,456
1086
$3.32M 0.01%
82,993
-2,284
1087
$3.31M 0.01%
81,168
+1,860
1088
$3.31M 0.01%
43,553
+7,594
1089
$3.31M 0.01%
+87,050
1090
$3.3M 0.01%
293,544
+169,628
1091
$3.28M 0.01%
18,717
+1,984
1092
$3.27M 0.01%
121,041
+32,435
1093
$3.23M 0.01%
52,499
+1,434
1094
$3.23M 0.01%
41,198
-4,818
1095
$3.21M 0.01%
+20,941
1096
$3.21M 0.01%
55,080
+5,538
1097
$3.2M 0.01%
83,524
+15,845
1098
$3.19M 0.01%
17,357
+3,093
1099
$3.19M 0.01%
63,438
+32,493
1100
$3.19M 0.01%
57,099
-6,300
42 43
44
45 46