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
376
$21.9M 0.04%
487,723
+47,627
377
$21.7M 0.04%
3,516,211
-373,238
378
$21.6M 0.04%
151,770
+16,227
379
$21.5M 0.04%
153,562
+33,196
380
$21.5M 0.04%
1,420,944
+138,564
381
$21.5M 0.04%
423,080
-50,465
382
$21.5M 0.04%
90,798
-12,145
383
$21.4M 0.04%
354,683
-13,327
384
$21.3M 0.04%
589,402
+155,304
385
$21.1M 0.04%
326,917
+11,920
386
$21M 0.04%
179,660
-111
387
$21M 0.04%
215,566
+1,784
388
$20.9M 0.04%
664,024
-38,031
389
$20.6M 0.04%
200,998
+5,765
390
$20.6M 0.04%
481,219
+41,667
391
$20.6M 0.04%
364,242
+3,064
392
$20.6M 0.04%
129,799
+12,293
393
$20.3M 0.04%
222,073
+7,687
394
$20.2M 0.04%
143,779
+16,829
395
$19.9M 0.04%
233,181
-122,070
396
$19.8M 0.04%
726,761
-16,596
397
$19.7M 0.04%
126,291
+9,382
398
$19.7M 0.04%
69,392
+973
399
$19.7M 0.04%
78,506
+8,491
400
$19.6M 0.04%
359,970
+38,922
14 15
16
17 18