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
151
$84.7M 0.15%
1,430,292
+148,530
152
$82.4M 0.15%
250,635
-11,322
153
$82.3M 0.15%
335,979
+8,895
154
$82.1M 0.15%
747,237
+30,008
155
$81.3M 0.15%
718,590
+39,260
156
$81M 0.14%
452,233
+45,333
157
$79.6M 0.14%
832,546
+38,220
158
$79.5M 0.14%
931,285
-83,851
159
$77.9M 0.14%
347,192
+818
160
$77.6M 0.14%
395,674
+115,026
161
$75.1M 0.13%
2,348,344
-191,394
162
$75M 0.13%
1,214,363
+15,756
163
$74.2M 0.13%
643,978
+19,255
164
$73.1M 0.13%
298,239
+7,899
165
$73M 0.13%
479,036
+25,216
166
$72.1M 0.13%
236,137
+38,285
167
$71.6M 0.13%
409,467
+20,932
168
$70.8M 0.13%
445,791
+11,814
169
$70.8M 0.13%
1,172,292
+326,981
170
$70.1M 0.13%
1,525,605
+151,605
171
$69.8M 0.12%
894,558
-18,103
172
$68.6M 0.12%
352,696
+7,040
173
$68.3M 0.12%
404,701
+23,837
174
$68.2M 0.12%
461,756
-103
175
$67.5M 0.12%
1,496,077
+59,123
5 6
7
8 9