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
251
$40.4M 0.07%
132,455
-4,579
252
$40.3M 0.07%
184,044
-3,848
253
$40.1M 0.07%
180,382
+7,535
254
$39.2M 0.07%
429,725
+44,459
255
$39.2M 0.07%
424,130
+400
256
$39M 0.07%
195,890
+15,340
257
$38.8M 0.07%
244,195
+80,932
258
$38.5M 0.07%
193,531
-52,982
259
$38.4M 0.07%
243,197
-22,597
260
$37.7M 0.07%
158,737
-38,341
261
$37.6M 0.07%
398,379
+338
262
$37.5M 0.07%
728,558
-15,759
263
$37.5M 0.07%
293,854
-19,102
264
$37.4M 0.07%
283,691
-41,047
265
$37.1M 0.07%
101,924
+967
266
$37.1M 0.07%
412,772
+22,063
267
$36.7M 0.07%
301,443
+27,902
268
$36.5M 0.07%
422,108
+633
269
$36.2M 0.06%
1,013,176
+71,156
270
$36.1M 0.06%
161,145
-3,038
271
$36M 0.06%
307,622
+189,889
272
$35.9M 0.06%
417,162
+80,655
273
$35.9M 0.06%
331,653
+10,190
274
$35.8M 0.06%
693,043
+39,249
275
$35.5M 0.06%
986,388
-179,498
9 10
11
12 13