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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
3026
– –
-4,715
3027
– –
-9,653
3028
– –
-11,351
3029
– –
-10,000
3030
– –
-23,418
3031
– –
-31,245
3032
– –
-6,936
3033
– –
-19,903
3034
– –
-14,059
3035
– –
-52,368
3036
– –
-14,133
3037
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-13,995
3038
– –
-16,048
3039
– –
-732
3040
– –
-10,397
3041
– –
-11,253
3042
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-30,289
3043
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-14,397
3044
– –
-6,730
3045
– –
-10,536
3046
– –
-178,380
3047
– –
-52,228
3048
– –
-23,775
3049
– –
-38,847
3050
– –
-3,000
120 121
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