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
51
$266M 0.47%
1,250,720
+66,702
52
$266M 0.47%
1,088,165
+49,061
53
$261M 0.47%
2,370,736
+169,810
54
$260M 0.46%
1,199,877
+50,438
55
$258M 0.46%
2,186,378
+1,629,791
56
$245M 0.44%
1,373,847
+41,528
57
$240M 0.43%
2,241,504
+10,851
58
$238M 0.43%
2,060,619
+133,124
59
$237M 0.42%
665,021
+16,039
60
$236M 0.42%
2,007,559
+116,569
61
$220M 0.39%
1,089,565
+40,921
62
$219M 0.39%
3,213,971
+82,926
63
$218M 0.39%
1,420,182
+17,281
64
$218M 0.39%
2,542,474
+14,431
65
$211M 0.38%
1,250,357
-56,489
66
$209M 0.37%
786,838
-27,496
67
$209M 0.37%
1,060,607
+11,300
68
$204M 0.36%
847,957
-6,975
69
$202M 0.36%
5,190,618
-56,246
70
$201M 0.36%
4,033,367
+188,055
71
$199M 0.36%
4,544,770
-47,150
72
$199M 0.35%
1,452,175
+86,637
73
$197M 0.35%
3,634,448
+271,056
74
$195M 0.35%
8,987,474
-323,735
75
$192M 0.34%
2,273,423
+111,454
1 2
3
4 5