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
26
$389M 0.69%
3,634,632
+148,817
27
$378M 0.67%
8,001,479
+15,148
28
$376M 0.67%
1,804,951
+69,890
29
$363M 0.65%
2,385,194
-209,574
30
$362M 0.65%
1,374,587
+51,953
31
$358M 0.64%
8,005,280
+1,745,553
32
$355M 0.63%
4,410,896
-10,532
33
$336M 0.6%
2,845,615
-42,902
34
$322M 0.57%
2,750,324
+184,674
35
$319M 0.57%
684,383
+11,678
36
$318M 0.57%
5,791,630
+252,460
37
$308M 0.55%
2,106,480
+108,778
38
$307M 0.55%
3,505,240
+32,760
39
$306M 0.55%
4,274,418
+483,675
40
$301M 0.54%
3,898,882
+86,430
41
$298M 0.53%
596,269
+34,580
42
$295M 0.53%
22,573,720
+1,722,760
43
$294M 0.52%
1,908,352
+102,584
44
$287M 0.51%
4,884,784
+11,992
45
$282M 0.5%
1,600,958
-40,353
46
$281M 0.5%
1,261,371
+39,036
47
$273M 0.49%
1,341,083
+41,437
48
$270M 0.48%
5,386,151
-62,076
49
$270M 0.48%
2,106,510
-8,879
50
$269M 0.48%
3,081,816
+135,797
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