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
601
$10.1M 0.02%
41,796
-7,347
602
$10.1M 0.02%
138,231
+51,636
603
$10.1M 0.02%
56,039
+173
604
$10M 0.02%
481,150
+180,397
605
$9.89M 0.02%
148,070
-2,927
606
$9.82M 0.02%
139,830
+46,450
607
$9.81M 0.02%
247,276
+192,054
608
$9.72M 0.02%
74,851
+10,639
609
$9.7M 0.02%
636,692
+53,460
610
$9.66M 0.02%
598,980
+21,780
611
$9.62M 0.02%
378,437
-22,410
612
$9.6M 0.02%
24,500
+187
613
$9.57M 0.02%
+177,670
614
$9.56M 0.02%
163,970
+9,418
615
$9.53M 0.02%
69,056
+2,269
616
$9.53M 0.02%
181,547
-1,604
617
$9.51M 0.02%
362,080
+113,216
618
$9.46M 0.02%
178,724
-14,115
619
$9.43M 0.02%
113,731
+5,892
620
$9.37M 0.02%
48,046
-3,472
621
$9.34M 0.02%
16,363
+766
622
$9.32M 0.02%
53,197
+25,476
623
$9.29M 0.02%
62,097
+6,671
624
$9.26M 0.02%
25,735
-11,452
625
$9.22M 0.02%
124,104
+6,336
23 24
25
26 27