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
576
$10.9M 0.02%
55,909
+6,939
577
$10.9M 0.02%
149,509
+18,025
578
$10.9M 0.02%
86,155
-1,347
579
$10.9M 0.02%
83,332
-9,270
580
$10.8M 0.02%
52,062
+1,549
581
$10.8M 0.02%
32,540
+943
582
$10.7M 0.02%
39,218
+3,470
583
$10.7M 0.02%
97,056
-24,270
584
$10.7M 0.02%
158,856
+49,682
585
$10.6M 0.02%
262,094
+4,579
586
$10.5M 0.02%
579,119
+41,039
587
$10.5M 0.02%
176,776
+22,561
588
$10.5M 0.02%
299,832
-62,728
589
$10.5M 0.02%
422,112
-315,073
590
$10.5M 0.02%
181,519
+11,730
591
$10.4M 0.02%
53,702
-1,125
592
$10.4M 0.02%
61,184
-1,016
593
$10.3M 0.02%
70,058
+5,272
594
$10.3M 0.02%
217,020
+18,561
595
$10.3M 0.02%
172,073
-19,036
596
$10.3M 0.02%
30,247
+2,052
597
$10.2M 0.02%
93,999
+2,617
598
$10.2M 0.02%
1,164,181
+33,202
599
$10.2M 0.02%
97,529
+1,127
600
$10.2M 0.02%
80,577
+42
22 23
24
25 26