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
1126
$3.06M 0.01%
48,012
+30,126
1127
$3.06M 0.01%
442,858
+18,663
1128
$3.06M 0.01%
140,497
+1,772
1129
$3.05M 0.01%
53,663
+7,972
1130
$3.05M 0.01%
55,300
+8,564
1131
$3.05M 0.01%
35,808
+351
1132
$3.04M 0.01%
2,535
+255
1133
$3.04M 0.01%
58,721
-12,429
1134
$3.04M 0.01%
+5,474
1135
$3.04M 0.01%
212,558
+123,425
1136
$3.03M 0.01%
17,023
+471
1137
$3.02M 0.01%
95,249
-3,969
1138
$3.02M 0.01%
292,219
+208
1139
$3.01M 0.01%
233,531
-13,735
1140
$3M 0.01%
78,676
+11,934
1141
$3M 0.01%
+5,923
1142
$2.99M 0.01%
25,784
+3,519
1143
$2.98M 0.01%
227,314
-24,508
1144
$2.98M 0.01%
32,871
+5,292
1145
$2.98M 0.01%
84,558
+6,078
1146
$2.98M 0.01%
99,099
+4,445
1147
$2.97M 0.01%
30,965
+2,564
1148
$2.96M 0.01%
33,766
-770
1149
$2.96M 0.01%
16,108
-548
1150
$2.96M 0.01%
14,028
-1,896
44 45
46
47 48