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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
2826
– –
-15,455
2827
– –
-16,760
2828
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-27,961
2829
– –
-76,692
2830
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-30,000
2831
– –
-16,003
2832
– –
-12,937
2833
– –
-22,385
2834
– –
-11,252
2835
– –
-39,176
2836
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-49,382
2837
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-50,000
2838
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-25,000
2839
– –
-26,325
2840
– –
-15,436
2841
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-20,939
2842
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-49,962
2843
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-23,733
2844
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-50,000
2845
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-27,660
2846
– –
-112,385
2847
– –
-8,327
2848
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-86,604
2849
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-77,100
2850
– –
-27,150
112 113
114
115 116