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
1151
$2.95M 0.01%
104,376
+7,978
1152
$2.94M 0.01%
186,512
+39,285
1153
$2.92M 0.01%
132,596
1154
$2.92M 0.01%
105,179
+39,642
1155
$2.92M 0.01%
137,545
+9,971
1156
$2.91M 0.01%
51,377
+28,632
1157
$2.91M 0.01%
156,672
+30,575
1158
$2.9M 0.01%
41,853
+2,277
1159
$2.89M 0.01%
72,300
-2,216
1160
$2.89M 0.01%
18,012
+5,533
1161
$2.88M 0.01%
195,816
-3,915
1162
$2.87M 0.01%
128,590
+14,831
1163
$2.86M 0.01%
157,304
-43,185
1164
$2.85M 0.01%
128,665
-34,924
1165
$2.85M 0.01%
34,235
-11,799
1166
$2.85M 0.01%
37,809
+214
1167
$2.84M 0.01%
+72,302
1168
$2.84M 0.01%
98,535
+6,061
1169
$2.83M 0.01%
48,588
+24,444
1170
$2.83M 0.01%
228,127
-2,985
1171
$2.83M 0.01%
60,144
-8,089
1172
$2.83M 0.01%
+3,032
1173
$2.83M 0.01%
202,394
+25,284
1174
$2.83M 0.01%
34,337
-2,079
1175
$2.83M 0.01%
136,185
+62,037
45 46
47
48 49