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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
$31.5B
AUM Growth
+$2.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,812
New
Increased
Reduced
Closed

Top Buys

1
+$216M
2
+$127M
3
+$60.4M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$58.2M
5
MBB icon
iShares MBS ETF
MBB
+$57.1M

Top Sells

1
+$88M
2
+$67.1M
3
+$66.8M
4
DD icon
DuPont de Nemours
DD
+$56.9M
5
BCR
CR Bard Inc.
BCR
+$48.3M

Sector Composition

1 Technology 11.77%
2 Financials 11.72%
3 Healthcare 10.44%
4 Industrials 9.1%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
– –
-12,000
2627
– –
-4,029
2628
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-17,000
2629
– –
-2,552
2630
– –
-437
2631
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-13,310
2632
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-36,680
2633
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-3,152
2634
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-5,299
2635
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-13,269
2636
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-10,853
2637
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-31,929
2638
– –
-13,038
2639
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-20,980
2640
– –
-54,795
2641
– –
-12,770
2642
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-205,653
2643
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-86,300
2644
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-4,219
2645
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-1,475
2646
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-10,009
2647
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-368,470
2648
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-13,025
2649
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-19,142
2650
– –
-4,409
104 105
106
107 108