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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
2551
– –
-13,800
2552
– –
-6,849
2553
– –
-8,236
2554
– –
-24,200
2555
– –
-129,730
2556
– –
-44,289
2557
– –
-13,530
2558
– –
-10,427
2559
– –
-1,000
2560
– –
-7,144
2561
– –
-12,567
2562
– –
-9,410
2563
– –
-60,575
2564
– –
-10,693
2565
– –
-8,108
2566
– –
-50,774
2567
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-83,953
2568
– –
-7,331
2569
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-12,973
2570
– –
-211,780
2571
– –
-10,500
2572
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-18,310
2573
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-24,500
2574
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-12,000
2575
– –
-24,432
99 100 101 102
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