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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
$39.2B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,128
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$59.5M
3
+$58.8M
4
GD icon
General Dynamics
GD
+$57.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$55M

Top Sells

1
+$57.8M
2
+$56.5M
3
+$53.9M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$35.3M

Sector Composition

1 Technology 12.87%
2 Financials 10.54%
3 Healthcare 10.12%
4 Industrials 8.58%
5 Consumer Staples 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$12K ﹤0.01%
25,000
2827
$12K ﹤0.01%
11,726
+84
2828
$11K ﹤0.01%
11,666
2829
$11K ﹤0.01%
13,652
-166
2830
$7K ﹤0.01%
10,000
2831
$5K ﹤0.01%
+333
2832
$5K ﹤0.01%
1,720
-1,050
2833
– –
-79,746
2834
– –
-143,727
2835
– –
-69,473
2836
– –
-22,156
2837
– –
-16,415
2838
– –
-7,274
2839
– –
-62,995
2840
– –
-19,250
2841
– –
-3,617
2842
– –
-9,486
2843
– –
-2,136
2844
– –
-17,500
2845
– –
-14,117
2846
– –
-6,249
2847
– –
-13,700
2848
– –
-318
2849
– –
-7,172
2850
– –
-23,668
112 113
114
115 116