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
551
$11.8M 0.02%
45,460
-2,419
552
$11.8M 0.02%
95,033
+14,753
553
$11.6M 0.02%
50,138
-228
554
$11.6M 0.02%
702,035
-32,534
555
$11.5M 0.02%
53,385
+15,990
556
$11.5M 0.02%
375,530
+116,150
557
$11.5M 0.02%
79,339
+13,769
558
$11.5M 0.02%
77,284
-181
559
$11.4M 0.02%
124,080
-5,445
560
$11.4M 0.02%
348,566
-186,072
561
$11.4M 0.02%
228,639
+26,934
562
$11.3M 0.02%
442,279
-88,192
563
$11.3M 0.02%
18,185
+301
564
$11.2M 0.02%
118,529
+13,670
565
$11.2M 0.02%
39,825
-8,535
566
$11.2M 0.02%
52,794
-1,102
567
$11.2M 0.02%
398,865
-76,325
568
$11.2M 0.02%
308,953
+32,195
569
$11.1M 0.02%
54,087
+2,648
570
$11.1M 0.02%
345,106
+71,040
571
$11.1M 0.02%
62,936
+14,857
572
$11M 0.02%
111,669
+4,193
573
$11M 0.02%
94,826
+27,361
574
$11M 0.02%
89,206
+3,182
575
$10.9M 0.02%
173,670
+15,170
21 22
23
24 25