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
301
$31.2M 0.06%
674,240
+46,988
302
$31M 0.06%
2,267,838
+256,354
303
$30.9M 0.06%
86,131
+7,560
304
$30.9M 0.06%
404,210
-1,585
305
$30.9M 0.06%
446,772
+6,626
306
$30.6M 0.05%
462,797
+7,720
307
$30.6M 0.05%
507,054
+8,870
308
$30.5M 0.05%
522,919
-19,503
309
$30.4M 0.05%
609,737
-17,013
310
$30.2M 0.05%
406,135
+15,815
311
$30M 0.05%
112,257
+9,031
312
$29.9M 0.05%
481,274
+37,846
313
$29.8M 0.05%
124,258
+31,445
314
$29.6M 0.05%
44,788
-5,930
315
$29.4M 0.05%
877,455
+12,672
316
$29.4M 0.05%
353,058
+18,733
317
$29.3M 0.05%
938,598
-173,959
318
$29.2M 0.05%
269,038
+5,889
319
$29M 0.05%
127,606
-1,581
320
$28.6M 0.05%
131,494
+15,113
321
$28.6M 0.05%
199,269
-89,649
322
$28.6M 0.05%
151,333
+3,211
323
$28.6M 0.05%
379,741
-120,304
324
$28.5M 0.05%
69,748
+2,393
325
$28.3M 0.05%
758,754
-51,878
11 12
13
14 15