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
276
$35.1M 0.06%
419,749
+63,086
277
$35.1M 0.06%
376,761
+10,798
278
$35.1M 0.06%
310,281
+36,453
279
$34.9M 0.06%
104,967
+9,450
280
$34.3M 0.06%
226,715
+112,038
281
$34.2M 0.06%
291,814
-5,099
282
$34M 0.06%
67,940
+1,757
283
$33.8M 0.06%
823,952
+24,697
284
$33.1M 0.06%
536,958
-159,547
285
$33.1M 0.06%
406,030
-538
286
$33M 0.06%
500,375
+32,012
287
$32.7M 0.06%
213,721
-8,903
288
$32.6M 0.06%
75,640
+4,331
289
$32.6M 0.06%
191,803
+13,739
290
$32.4M 0.06%
92,999
+1,256
291
$32.4M 0.06%
72,485
+7,430
292
$32.3M 0.06%
194,503
+28,630
293
$32.3M 0.06%
642,587
+79,042
294
$32.2M 0.06%
477,388
+74,599
295
$31.9M 0.06%
1,155,237
+540,895
296
$31.6M 0.06%
149,717
+6,562
297
$31.6M 0.06%
349,171
-18,842
298
$31.5M 0.06%
525,273
+26,490
299
$31.4M 0.06%
706,676
+38,373
300
$31.3M 0.06%
662,340
+5,450
10 11
12
13 14