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
326
$28.3M 0.05%
280,159
+7,886
327
$28.2M 0.05%
470,008
-2,000
328
$28.1M 0.05%
122,479
+541
329
$27.7M 0.05%
594,940
+151,962
330
$27.6M 0.05%
322,900
-3,431
331
$27.2M 0.05%
88,937
+12
332
$27.2M 0.05%
451,330
+17,989
333
$27M 0.05%
749,671
-13,448
334
$26.7M 0.05%
839,928
-55,508
335
$26.4M 0.05%
1,408,577
+936,663
336
$26.2M 0.05%
230,373
+31,420
337
$26.2M 0.05%
1,551,742
+165,728
338
$26.1M 0.05%
128,217
+3,364
339
$25.8M 0.05%
852,813
+70,236
340
$25.7M 0.05%
367,980
+31,285
341
$25.5M 0.05%
265,089
+27,868
342
$25.5M 0.05%
423,681
+3,349
343
$25.4M 0.05%
120,902
+19,218
344
$25.2M 0.05%
272,700
+2,356
345
$25.2M 0.04%
166,586
+19,252
346
$24.9M 0.04%
690,389
+5,215
347
$24.8M 0.04%
171,686
+1,538
348
$24.7M 0.04%
652,372
+197,565
349
$24.6M 0.04%
1,218,034
+113,595
350
$24.6M 0.04%
638,424
+16,470
12 13
14
15 16