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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
$22.2B
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,656
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$34.6M
3
+$23.9M
4
PLD icon
Prologis
PLD
+$21.8M
5
GLD icon
SPDR Gold Trust
GLD
+$20.3M

Top Sells

1
+$38.8M
2
+$35.3M
3
+$23.1M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
CTSH icon
Cognizant
CTSH
+$20M

Sector Composition

1 Healthcare 12.63%
2 Technology 11.3%
3 Financials 9.93%
4 Industrials 8.6%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-5,153
2527
– –
-14,867
2528
– –
-39,371
2529
– –
-27,932
2530
– –
-18,000
2531
– –
-16,272
2532
– –
-36,611
2533
– –
-56,750
2534
– –
-1,100
2535
– –
-18,874
2536
– –
-161,546
2537
– –
-5,200
2538
– –
-17,406
2539
– –
-20,176
2540
– –
-7,330
2541
– –
-65,904
2542
– –
-8,567
2543
– –
-10,114
2544
– –
-9,096
2545
– –
-80,820
2546
– –
-14,261
2547
– –
-10,091
2548
– –
-2,960
2549
– –
-18,911
2550
– –
-5,997
100 101
102
103 104