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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
$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
2726
– –
-7,142
2727
– –
-48,726
2728
– –
-44,334
2729
– –
-32,694
2730
– –
-10,600
2731
– –
-7,480
2732
– –
-3,013
2733
– –
-8,250
2734
– –
-8,667
2735
– –
-18,994
2736
– –
-90,189
2737
– –
-13,528
2738
– –
-12,404
2739
– –
-4,970
2740
– –
-58,440
2741
– –
-14,319
2742
– –
-14,926
2743
– –
-12,293
2744
– –
-34,283
2745
– –
-39,537
2746
– –
-6,553
2747
– –
-11,800
2748
– –
-55,200
2749
– –
-11,078
2750
– –
-267,582
108 109
110
111 112