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
451
$16.3M 0.03%
326,680
+70,521
452
$16.3M 0.03%
1,667,367
-254,310
453
$16.2M 0.03%
307,233
+22,692
454
$16.2M 0.03%
347,889
+75,192
455
$16.1M 0.03%
361,747
+59,351
456
$16M 0.03%
113,984
-18,912
457
$16M 0.03%
172,223
+15,446
458
$16M 0.03%
187,843
+25,923
459
$16M 0.03%
38,033
-1,692
460
$16M 0.03%
212,410
-13,734
461
$16M 0.03%
425,929
-36,560
462
$15.9M 0.03%
133,780
-19,319
463
$15.8M 0.03%
191,183
+32,303
464
$15.8M 0.03%
135,876
+4,362
465
$15.8M 0.03%
46,596
+26,849
466
$15.6M 0.03%
40,305
+3,576
467
$15.6M 0.03%
195,068
+18,547
468
$15.5M 0.03%
768,530
+110,180
469
$15.5M 0.03%
177,105
+7,645
470
$15.5M 0.03%
264,853
+101,207
471
$15.5M 0.03%
119,150
+63,338
472
$15.5M 0.03%
81,650
+7,253
473
$15.4M 0.03%
60,532
+4,545
474
$15.3M 0.03%
115,053
+4,709
475
$15.3M 0.03%
137,731
+113,935
17 18
19
20 21