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
401
$19.6M 0.04%
706,900
+534,800
402
$19.5M 0.03%
177,680
-1,580
403
$19.5M 0.03%
691,425
-11,120
404
$19.5M 0.03%
659,966
+49,374
405
$19.4M 0.03%
890,933
+53,279
406
$19.4M 0.03%
385,357
+13,631
407
$19.4M 0.03%
309,776
-19,448
408
$19.4M 0.03%
68,375
+4,374
409
$19.4M 0.03%
894,566
-6,317
410
$19.4M 0.03%
788,010
-493,843
411
$19.3M 0.03%
126,992
-37,994
412
$19.2M 0.03%
96,211
+7,140
413
$19M 0.03%
364,210
-23,514
414
$18.9M 0.03%
68,804
+5,220
415
$18.9M 0.03%
111,345
+7,146
416
$18.9M 0.03%
205,968
-6,856
417
$18.9M 0.03%
373,911
+17,442
418
$18.9M 0.03%
183,817
+33,119
419
$18.9M 0.03%
144,790
+7,423
420
$18.8M 0.03%
88,756
+7,140
421
$18.7M 0.03%
494,830
+24,364
422
$18.7M 0.03%
193,877
+27,776
423
$18.4M 0.03%
705,580
+98,856
424
$18.3M 0.03%
135,704
+8,872
425
$18.3M 0.03%
258,120
-7,350
15 16
17
18 19