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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
3051
– –
-15,972
3052
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-53,000
3053
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-10,880
3054
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3055
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3056
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-4,467
3057
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-3,765
3058
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-15,327
3059
– –
-4,878
3060
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-5,230
3061
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-40,502
3062
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-6,500
3063
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-31,484
3064
– –
-667
3065
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-10,532
3066
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-18,396
3067
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3068
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-39,605
3069
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3070
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-11,052
3071
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-28,678
3072
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-23,945
3073
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-10,000
3074
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-4,772
3075
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-2,683
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