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
626
$9.21M 0.02%
112,602
+10,517
627
$9.11M 0.02%
181,968
-29,697
628
$9.05M 0.02%
131,393
-51,784
629
$9.05M 0.02%
104,819
+20,018
630
$8.93M 0.02%
347,745
+4,294
631
$8.87M 0.02%
194,600
+14,008
632
$8.85M 0.02%
26,230
-11,423
633
$8.79M 0.02%
252,499
+15,622
634
$8.71M 0.02%
295,614
+14,278
635
$8.7M 0.02%
117,124
+46,724
636
$8.67M 0.02%
42,470
+6,802
637
$8.65M 0.02%
+228,469
638
$8.63M 0.02%
182,069
+4,520
639
$8.62M 0.02%
36,871
+25,566
640
$8.6M 0.02%
253,209
+6,908
641
$8.59M 0.02%
103,432
-3,297
642
$8.58M 0.02%
247,240
+8,796
643
$8.57M 0.02%
106,707
+37,356
644
$8.55M 0.02%
107,423
+3,468
645
$8.53M 0.02%
117,203
-85,837
646
$8.44M 0.02%
208,506
-715
647
$8.43M 0.02%
47,083
-43,453
648
$8.41M 0.02%
96,748
+11,950
649
$8.41M 0.02%
210,463
-99,290
650
$8.38M 0.02%
205,903
+13,796
24 25
26
27 28