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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
2576
– –
-2,606
2577
– –
-60,421
2578
– –
-10,011
2579
– –
-58,998
2580
– –
-1,765
2581
– –
-1,378
2582
– –
-4,480
2583
– –
-2
2584
– –
-15,575
2585
– –
-16,163
2586
– –
-8,091
2587
– –
-69,308
2588
– –
-10,000
2589
– –
-51,024
2590
– –
-11,826
100 101 102 103
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