Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
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2727
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-6,553
2728
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-11,800
2729
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2730
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2732
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2733
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2734
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-2,028
2735
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2736
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2737
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2738
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2739
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2740
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2741
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2742
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2743
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2744
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2745
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2746
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2747
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2748
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2749
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-20,499
2750
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-1,785
108 109
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