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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
$38.8B
AUM Growth
+$3.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,152
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$84.9M
3
+$65.7M
4
CCL icon
Carnival Corporation Ltd
CCL
+$53.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$49.1M

Top Sells

1
+$65.9M
2
+$57.9M
3
+$40.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$34.8M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$34.4M

Sector Composition

1 Technology 13.51%
2 Healthcare 10.74%
3 Financials 10.5%
4 Industrials 8.57%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
– –
-33,394
2902
– –
-145,587
2903
– –
-10,050
2904
– –
-1,632
2905
– –
-3,139
2906
– –
-9,312
2907
– –
-27,678
2908
– –
-11,810
2909
– –
-8,700
2910
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-152,066
2911
– –
-2,775
2912
– –
-9,573
2913
– –
-670
2914
– –
-65,000
2915
– –
-9,783
2916
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-3,996
2917
– –
-27,663
2918
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-57,837
2919
– –
-12,918
2920
– –
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2921
– –
-9,336
2922
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-11,327
2923
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-4,259
2924
– –
0
2925
– –
-6,480
115 116
117
118 119