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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
2851
– –
-19,074
2852
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-17,185
2853
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-29,839
2854
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-28,259
2855
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-9,928
2856
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-1,205
2857
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-285,438
2858
– –
-424,312
2859
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-12,471
2860
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-27,511
2861
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-12,814
2862
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-4,748
2863
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-17,748
2864
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-16,800
2865
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-6,030
2866
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-15,300
2867
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-73,454
2868
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-33,817
2869
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-12,110
2870
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-50,000
2871
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-25,392
2872
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-14,580
2873
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-9,606
2874
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-122,836
2875
– –
-61,512
113 114
115
116 117