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
501
$13.8M 0.02%
123,071
-4,241
502
$13.7M 0.02%
151,112
+23,924
503
$13.7M 0.02%
+498,038
504
$13.6M 0.02%
131,545
-44,082
505
$13.5M 0.02%
268,097
+210,241
506
$13.5M 0.02%
259,598
+75,218
507
$13.4M 0.02%
144,737
+12,169
508
$13.4M 0.02%
76,853
+4,587
509
$13.4M 0.02%
314,923
-400
510
$13.3M 0.02%
32,528
+1,848
511
$13.3M 0.02%
439,974
+43,520
512
$13.3M 0.02%
25,994
+2,303
513
$13.2M 0.02%
867,627
+138,833
514
$13.1M 0.02%
288,667
+44,949
515
$13.1M 0.02%
444,157
-43,479
516
$13M 0.02%
128,081
-675
517
$13M 0.02%
53,146
+718
518
$12.9M 0.02%
191,503
-7,040
519
$12.9M 0.02%
81,412
+29,573
520
$12.8M 0.02%
131,675
+10,248
521
$12.7M 0.02%
541,339
-16,542
522
$12.7M 0.02%
175,434
-8,294
523
$12.6M 0.02%
243,237
+567
524
$12.6M 0.02%
143,607
-1,503
525
$12.6M 0.02%
294,388
-8,692
19 20
21
22 23