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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
2851
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-31,912
2852
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-544,751
2853
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-165,485
2854
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-25,000
2855
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2856
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-2,243
2857
– –
-10,000
2858
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-18,858
2859
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-8,606
2860
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-12,823
2861
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-7,586
2862
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-30,218
2863
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-23,000
2864
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-22,966
2865
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-51,871
2866
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-48,097
2867
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2868
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2869
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-13,894
2870
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-39,144
2871
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-19,500
2872
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2873
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-14,083
2874
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-30,100
2875
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-44,273
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