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
201
$56.2M 0.1%
2,870,743
+86,779
202
$56M 0.1%
269,846
+15,269
203
$56M 0.1%
1,602,854
+48,250
204
$55.7M 0.1%
393,663
-10,056
205
$55.2M 0.1%
456,330
-146,541
206
$55M 0.1%
255,440
+7,948
207
$54.8M 0.1%
968,400
-131,884
208
$54.8M 0.1%
232,818
-5,571
209
$54.6M 0.1%
632,381
-200,107
210
$54.1M 0.1%
140,748
+7,749
211
$54M 0.1%
528,728
-55,308
212
$53.1M 0.09%
356,407
+8,161
213
$52.7M 0.09%
248,681
+33,810
214
$52.4M 0.09%
1,778,774
+108,033
215
$51.8M 0.09%
2,344,381
+12,720
216
$51.4M 0.09%
188,827
-1,278
217
$51.1M 0.09%
240,734
-9,232
218
$51M 0.09%
337,115
+25,245
219
$50.9M 0.09%
547,774
+33,623
220
$50.8M 0.09%
1,249,678
+136,541
221
$50.7M 0.09%
157,747
-2,654
222
$49.7M 0.09%
143
-2
223
$49.7M 0.09%
191,400
+3,404
224
$49.4M 0.09%
304,661
+172,636
225
$49.3M 0.09%
101,060
+23,346
7 8
9
10 11