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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
$32.6B
AUM Growth
+$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$30.1M
3
+$29M
4
CME icon
CME Group
CME
+$27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$22.7M

Top Sells

1
+$66.9M
2
+$37.9M
3
+$36.1M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$27.8M
5
PFE icon
Pfizer
PFE
+$22.9M

Sector Composition

1 Technology 12.78%
2 Financials 11.41%
3 Healthcare 10.51%
4 Industrials 8.49%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-80,828
2702
– –
-8,249
2703
– –
-52,502
2704
– –
-10,554
2705
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-22,790
2706
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-3,973
2707
– –
-7,807
2708
– –
-18,264
2709
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-3,012
2710
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2711
– –
-2,168
2712
– –
-1,900
2713
– –
-34,742
2714
– –
0
2715
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-3,960
2716
– –
-13,678
2717
– –
-35,312
2718
– –
-2,470
2719
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-9,347
2720
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-33
2721
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-113,630
2722
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-11,676
2723
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-64
2724
– –
-15,000
2725
– –
-26,203
107 108
109
110 111