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
2801
– –
-13,894
2802
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-39,144
2803
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-19,500
2804
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2805
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2806
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-57,041
2807
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-44,612
2808
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-55,662
2809
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-5,065
2810
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-17,942
2811
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-110,000
2812
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-17,686
2813
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-10,063
2814
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-146,103
2815
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-3,377
2816
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2817
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2818
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2819
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-82,461
2820
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-28,726
2821
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-50,000
2822
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2823
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-26,325
2824
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-15,436
2825
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-20,939
111 112
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114 115