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
1101
$3.18M 0.01%
+154,730
1102
$3.18M 0.01%
67,528
+8,872
1103
$3.18M 0.01%
61,630
+18,135
1104
$3.17M 0.01%
43,234
+1,630
1105
$3.17M 0.01%
68,402
+1,289
1106
$3.17M 0.01%
126,854
-3,303
1107
$3.16M 0.01%
+69,391
1108
$3.16M 0.01%
36,162
+6,112
1109
$3.16M 0.01%
19,208
-10
1110
$3.15M 0.01%
201,744
-11,628
1111
$3.14M 0.01%
134,250
-1,056
1112
$3.14M 0.01%
94,521
+39,238
1113
$3.12M 0.01%
119,089
-98,725
1114
$3.11M 0.01%
1,398
-21
1115
$3.1M 0.01%
21,882
-352
1116
$3.1M 0.01%
137,194
+42,950
1117
$3.08M 0.01%
110,284
+39,180
1118
$3.08M 0.01%
56,541
-3,193
1119
$3.08M 0.01%
82,134
+59,648
1120
$3.08M 0.01%
48,984
+2,884
1121
$3.07M 0.01%
51,932
+137
1122
$3.07M 0.01%
7,707
+22
1123
$3.07M 0.01%
18,982
-384
1124
$3.07M 0.01%
15,609
+2,329
1125
$3.06M 0.01%
122,945
+6,370
43 44
45
46 47