Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.2B
AUM Growth
-$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,245
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$138M
3
+$134M
4
V icon
Visa
V
+$124M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$107M

Top Sells

1
+$219M
2
+$169M
3
+$150M
4
GIS icon
General Mills
GIS
+$137M
5
SYY icon
Sysco
SYY
+$133M

Sector Composition

1 Technology 14.42%
2 Healthcare 11.91%
3 Financials 8.67%
4 Consumer Staples 8.33%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$68K ﹤0.01%
13,709
-5,340
2627
$68K ﹤0.01%
4,545
-4,827
2628
$67K ﹤0.01%
25,382
-9,468
2629
$66K ﹤0.01%
168,431
+15,436
2630
$66K ﹤0.01%
11,468
+409
2631
$66K ﹤0.01%
+12,522
2632
$64K ﹤0.01%
15,789
2633
$62K ﹤0.01%
20,689
-320
2634
$61K ﹤0.01%
15,250
-2,500
2635
$60K ﹤0.01%
29,160
+140
2636
$59K ﹤0.01%
53,516
-155,677
2637
$57K ﹤0.01%
2,300
-2,630
2638
$54K ﹤0.01%
7,325
+932
2639
$54K ﹤0.01%
+10,162
2640
$53K ﹤0.01%
4,954
+1,910
2641
$52K ﹤0.01%
+12,583
2642
$52K ﹤0.01%
10,441
-1,000
2643
$48K ﹤0.01%
16,881
+1,016
2644
$48K ﹤0.01%
13,749
-7,186
2645
$47K ﹤0.01%
23,211
+2,882
2646
$47K ﹤0.01%
15,409
-30
2647
$46K ﹤0.01%
13,845
-10,707
2648
$45K ﹤0.01%
11,340
-375
2649
$45K ﹤0.01%
11,630
2650
$44K ﹤0.01%
+12,340
104 105
106
107 108