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
476
$15.2M 0.03%
2,042,099
477
$15.2M 0.03%
438,009
-9,985
478
$15.2M 0.03%
153,213
+34,660
479
$15.1M 0.03%
324,757
+33,589
480
$15.1M 0.03%
461,944
+15,220
481
$15M 0.03%
115,457
+4,336
482
$15M 0.03%
233,144
+19,419
483
$15M 0.03%
240,709
+7,078
484
$14.8M 0.03%
1,101,013
-119,896
485
$14.8M 0.03%
100,651
+1,765
486
$14.8M 0.03%
146,472
-8,160
487
$14.7M 0.03%
194,430
+40,466
488
$14.6M 0.03%
373,199
+33,189
489
$14.5M 0.03%
890,343
+19,823
490
$14.4M 0.03%
270,704
-91,599
491
$14.4M 0.03%
12,597
+380
492
$14.4M 0.03%
71,417
+8,679
493
$14.3M 0.03%
29,617
-10,398
494
$14.3M 0.03%
90,788
+4,830
495
$14M 0.03%
195,061
+20,119
496
$14M 0.02%
471,924
+7,736
497
$13.9M 0.02%
239,145
-3,347
498
$13.9M 0.02%
448,916
-82,990
499
$13.9M 0.02%
257,482
+7,896
500
$13.8M 0.02%
963,623
+49,390
18 19
20
21 22