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
426
$18.1M 0.03%
250,009
+12,587
427
$18.1M 0.03%
451,678
+49,290
428
$17.8M 0.03%
560,091
+58,215
429
$17.7M 0.03%
525,247
+107,512
430
$17.6M 0.03%
344,938
+1,100
431
$17.6M 0.03%
419,452
-19,283
432
$17.4M 0.03%
308,973
-44,355
433
$17.3M 0.03%
130,954
+6,973
434
$17.3M 0.03%
427,140
+3,664
435
$17.3M 0.03%
271,182
+29,354
436
$17.2M 0.03%
671,420
+139,593
437
$17.2M 0.03%
180,986
+38,369
438
$17.1M 0.03%
342,795
-546,863
439
$17.1M 0.03%
1,031,917
+764,456
440
$17M 0.03%
162,281
-24,412
441
$17M 0.03%
423,516
-92,880
442
$17M 0.03%
68,018
+6,838
443
$17M 0.03%
562,905
-65,880
444
$17M 0.03%
400,098
+10,769
445
$16.9M 0.03%
31,700
-605
446
$16.8M 0.03%
108,788
+6,368
447
$16.8M 0.03%
228,238
+3,099
448
$16.7M 0.03%
231,150
+84,860
449
$16.6M 0.03%
398,143
-22,701
450
$16.4M 0.03%
304,726
+80,200
16 17
18
19 20