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
226
$49.1M 0.09%
723,548
-26,953
227
$49.1M 0.09%
1,651,366
+277,244
228
$48.9M 0.09%
285,879
+21,813
229
$48.6M 0.09%
107,494
-7,684
230
$47.9M 0.09%
938,513
+99,887
231
$47.7M 0.09%
1,582,121
+27,362
232
$46.6M 0.08%
526,698
+121,185
233
$46.3M 0.08%
792,416
-16,829
234
$45.8M 0.08%
825,474
-648,055
235
$45.6M 0.08%
676,097
+88,190
236
$45.6M 0.08%
657,244
-527,350
237
$45.4M 0.08%
1,859,822
+275,788
238
$45.1M 0.08%
961,231
+21,694
239
$45.1M 0.08%
674,210
+49,061
240
$44.8M 0.08%
482,514
+116,559
241
$43.8M 0.08%
160,993
+14,963
242
$43.8M 0.08%
1,703,500
-162,088
243
$43.7M 0.08%
787,975
+88,189
244
$43.1M 0.08%
355,673
-31,704
245
$42.2M 0.08%
718,033
+58,991
246
$41.5M 0.07%
2,072,269
-44,766
247
$41.4M 0.07%
517,320
-41,190
248
$41.2M 0.07%
1,637,427
+1,508,884
249
$41.1M 0.07%
1,030,045
+165,435
250
$40.9M 0.07%
477,037
+7,368
8 9
10
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