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
351
$24.6M 0.04%
152,324
+28,227
352
$24.5M 0.04%
502,868
+92,045
353
$23.9M 0.04%
341,451
+61,814
354
$23.9M 0.04%
527,102
+156,524
355
$23.8M 0.04%
434,533
+64,658
356
$23.7M 0.04%
629,151
-10,899
357
$23.6M 0.04%
427,841
+178,992
358
$23.3M 0.04%
431,005
-6,949
359
$23.3M 0.04%
832,930
-146,033
360
$23.1M 0.04%
501,606
-76,147
361
$23.1M 0.04%
191,781
+9,857
362
$22.9M 0.04%
339,954
-82,367
363
$22.9M 0.04%
61,556
+278
364
$22.9M 0.04%
395,252
-187,728
365
$22.8M 0.04%
312,288
+23,483
366
$22.7M 0.04%
78,975
+3,062
367
$22.7M 0.04%
326,990
-1,775
368
$22.5M 0.04%
316,565
-14,492
369
$22.5M 0.04%
467,320
+66,299
370
$22.5M 0.04%
1,542,965
+119,820
371
$22.5M 0.04%
187,364
+21,448
372
$22.4M 0.04%
244,297
+42,014
373
$22.4M 0.04%
78,010
+19,560
374
$22.4M 0.04%
84,802
+10,236
375
$22.2M 0.04%
41,518
+727
13 14
15
16 17