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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$190M
2
+$71.7M
3
+$48.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$48.2M
5
MSFT icon
Microsoft
MSFT
+$47M

Top Sells

1
+$269M
2
+$33.7M
3
+$32.7M
4
QCOM icon
Qualcomm
QCOM
+$29.2M
5
AZN icon
AstraZeneca
AZN
+$29M

Sector Composition

1 Technology 17.03%
2 Healthcare 11.27%
3 Financials 9.05%
4 Industrials 8.91%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3001
– –
-6,148
3002
– –
-25,000
3003
– –
-10,365
3004
– –
-12,305
3005
– –
-11,285
3006
– –
-7,053
3007
– –
-1,635
3008
– –
-11,602
3009
– –
-650
3010
– –
-13,927
3011
– –
-455
3012
– –
-11,000
3013
– –
-10,193
3014
– –
-10,270
3015
– –
-10,162
3016
– –
-12,159
3017
– –
-10,516
3018
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-12,450
3019
– –
-4,123
3020
– –
-11,728
3021
– –
-1,580
3022
– –
-23,748
3023
– –
-9,700
3024
– –
-68,111
3025
– –
-10,535
119 120
121
122 123