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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
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-21,477
2502
– –
-20,000
2503
– –
-14,082
2504
– –
-617
2505
– –
-15,839
2506
– –
-6,186
2507
– –
-21,400
2508
– –
-4,993
2509
– –
-18,110
2510
– –
-12,017
2511
– –
-14,485
2512
– –
-17,293
2513
– –
-40,377
2514
– –
-313,580
2515
– –
-15,292
2516
– –
-7,782
2517
– –
-13,000
2518
– –
-28,090
2519
– –
-28,245
2520
– –
-12,707
2521
– –
-21,262
2522
– –
-89,795
2523
– –
-10,800
2524
– –
-36,202
2525
– –
-39,525
99 100
101
102 103