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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
2726
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2727
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2728
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2730
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2731
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108 109
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