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
2826
– –
-49,962
2827
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-23,733
2828
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-24,364
2829
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-70,625
2830
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-10,705
2831
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-2,399
2832
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-84,656
2833
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-8,800
2834
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-6,676
2835
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-7,418
2836
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-15,000
2837
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-7,075
2838
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-10,773
2839
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-2,798
2840
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-10,024
2841
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-53,541
2842
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-20,808
2843
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-11,700
2844
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-10,111
2845
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-13,528
2846
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-12,404
2847
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-4,970
2848
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-58,440
2849
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-14,319
2850
– –
-14,926
112 113
114
115 116