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
76
$188M 0.33%
808,894
+543
77
$187M 0.33%
595,076
+24,248
78
$185M 0.33%
1,342,355
+114,312
79
$184M 0.33%
2,112,912
+60,187
80
$180M 0.32%
783,945
+30,189
81
$177M 0.32%
1,466,841
+26,513
82
$174M 0.31%
1,061,474
+54,513
83
$174M 0.31%
1,168,235
+43,671
84
$172M 0.31%
1,769,483
-14,724
85
$172M 0.31%
1,567,970
+9,534
86
$169M 0.3%
3,223,921
+47,233
87
$169M 0.3%
785,532
+76,409
88
$167M 0.3%
1,047,198
+11,084
89
$162M 0.29%
2,605,920
+290,426
90
$161M 0.29%
3,351,103
+128,425
91
$151M 0.27%
397,175
-33,249
92
$150M 0.27%
399,824
+29,041
93
$148M 0.26%
2,387,568
-158,594
94
$147M 0.26%
4,840,542
+315,008
95
$145M 0.26%
571,983
+43,514
96
$144M 0.26%
3,501,721
-366,996
97
$141M 0.25%
993,885
-2,028,491
98
$138M 0.25%
1,375,368
+83,687
99
$135M 0.24%
1,627,807
+66,839
100
$135M 0.24%
1,524,624
-3,528
2 3
4
5 6