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
2001
$812K ﹤0.01%
2,912
-4,127
2002
$812K ﹤0.01%
43,850
-4,450
2003
$812K ﹤0.01%
8,579
+276
2004
$810K ﹤0.01%
+14,921
2005
$809K ﹤0.01%
599,885
-322,662
2006
$807K ﹤0.01%
+38,938
2007
$807K ﹤0.01%
55,382
+8,300
2008
$803K ﹤0.01%
17,575
+1,534
2009
$802K ﹤0.01%
17,933
+171
2010
$801K ﹤0.01%
+23,952
2011
$800K ﹤0.01%
30,882
-9,201
2012
$798K ﹤0.01%
99,822
-1,464
2013
$798K ﹤0.01%
13,340
-68
2014
$795K ﹤0.01%
29,488
-27,748
2015
$795K ﹤0.01%
29,038
+16,632
2016
$794K ﹤0.01%
120,652
-41,835
2017
$794K ﹤0.01%
4,657
-313
2018
$793K ﹤0.01%
23,912
+11,572
2019
$793K ﹤0.01%
7,828
-1,199
2020
$793K ﹤0.01%
+11,925
2021
$791K ﹤0.01%
+33,969
2022
$791K ﹤0.01%
57,184
-13,767
2023
$788K ﹤0.01%
3,162
-576
2024
$787K ﹤0.01%
13,292
+4,425
2025
$786K ﹤0.01%
26,420
-133
79 80
81
82 83