Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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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2852
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2853
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-30,218
2854
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2855
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2856
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2857
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-22,966
2858
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2859
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-48,097
2860
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-400,000
2861
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2862
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2863
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-267,582
2864
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-21,234
2865
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2866
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2867
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2869
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2870
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2871
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-44,273
2872
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-57,041
2873
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-44,612
2874
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-55,662
2875
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-5,065
113 114
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