Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
1651
$1.32M ﹤0.01%
49,068
+33,429
1652
$1.31M ﹤0.01%
43,930
-20,407
1653
$1.31M ﹤0.01%
52,702
+12,077
1654
$1.31M ﹤0.01%
23,818
+9,282
1655
$1.31M ﹤0.01%
25,265
-2,064
1656
$1.31M ﹤0.01%
52,237
-14,539
1657
$1.31M ﹤0.01%
82,182
-33,411
1658
$1.3M ﹤0.01%
135,350
-52,215
1659
$1.3M ﹤0.01%
116,612
-1,324
1660
$1.3M ﹤0.01%
22,371
+2,426
1661
$1.3M ﹤0.01%
+23,938
1662
$1.3M ﹤0.01%
21,338
-11,038
1663
$1.3M ﹤0.01%
8,708
-6,967
1664
$1.29M ﹤0.01%
46,862
+21,925
1665
$1.29M ﹤0.01%
17,810
+4,105
1666
$1.29M ﹤0.01%
95,494
-62,236
1667
$1.28M ﹤0.01%
27,427
-43
1668
$1.28M ﹤0.01%
89,242
+11,372
1669
$1.28M ﹤0.01%
15,262
-1,390
1670
$1.28M ﹤0.01%
+18,297
1671
$1.27M ﹤0.01%
24,489
+376
1672
$1.27M ﹤0.01%
22,884
+6,995
1673
$1.27M ﹤0.01%
53,000
1674
$1.27M ﹤0.01%
48,504
-1,970
1675
$1.27M ﹤0.01%
20,523
-431
65 66
67
68 69