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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
3076
– –
-9,192
3077
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-29,215
3078
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-5,758
3079
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-3,206
3080
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-29,767
3081
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-21,905
3082
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-22,458
3083
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-26,930
3084
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-9,950
3085
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-8,584
3086
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-153
3087
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-46,170
3088
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-10,815
3089
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-10,107
3090
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-15,412
3091
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-11,403
3092
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3093
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-703
3094
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-5,663
3095
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-8,250
3096
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-14,115
3097
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-36,697
3098
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-500
3099
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-5,452
3100
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-14,600
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