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
176
$66.7M 0.12%
513,244
-20,846
177
$66.5M 0.12%
1,850,630
-257,812
178
$65.8M 0.12%
92,137
+10,045
179
$65.3M 0.12%
1,219,026
-50,820
180
$65.2M 0.12%
393,660
+18,678
181
$65.1M 0.12%
357,778
-26,431
182
$64.9M 0.12%
764,012
+4,863
183
$64.1M 0.11%
934,854
-9,490
184
$63.7M 0.11%
1,003,964
+158,857
185
$63.6M 0.11%
530,315
-12,896
186
$63.3M 0.11%
235,434
+3,902
187
$62.6M 0.11%
458,300
+25,609
188
$61M 0.11%
2,051,935
+118,440
189
$60.2M 0.11%
446,837
+14,878
190
$59.6M 0.11%
35,570
+10,575
191
$59.1M 0.11%
462,912
+32,633
192
$59M 0.11%
909,655
+39,580
193
$58.4M 0.1%
1,101,957
+47,109
194
$58.4M 0.1%
822,905
+48,520
195
$58.3M 0.1%
514,258
+25,237
196
$57.4M 0.1%
650,407
+94,335
197
$57M 0.1%
354,725
+34,616
198
$56.6M 0.1%
1,215,159
+78,634
199
$56.6M 0.1%
1,676,149
+1,543,363
200
$56.5M 0.1%
824,731
+506,401
6 7
8
9 10