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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
2526
– –
-51,795
2527
– –
-52,476
2528
– –
-29,498
2529
– –
-61,124
2530
– –
-4,038
2531
– –
-175,879
2532
– –
-39,531
2533
– –
-10,000
2534
– –
-42,600
2535
– –
-53,727
2536
– –
-11,260
2537
– –
-10,540
2538
– –
-6,412
2539
– –
-8,349
2540
– –
-224,376
2541
– –
-49,435
2542
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-335,140
2543
– –
-10,170
2544
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-16,660
2545
– –
-445,000
2546
– –
-4,471
2547
– –
-8,423
2548
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-5,602
2549
– –
-4,711
2550
– –
-14,526
99 100 101
102
103