We are live on ! Find out more
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
2976
– –
-10,395
2977
– –
-1,748
2978
– –
-9,607
2979
– –
-27,229
2980
– –
-6,023
2981
– –
-45,950
2982
– –
-9,275
2983
– –
-20,460
2984
– –
-9,721
2985
– –
-577,625
2986
– –
-15,059
2987
– –
-14,181
2988
– –
-5,926
2989
– –
-23,702
2990
– –
-32,708
2991
– –
-82,461
2992
– –
-28,726
2993
– –
-91,131
2994
– –
-63,172
2995
– –
-16,407
2996
– –
-8,264
2997
– –
-30,408
2998
– –
-33,995
2999
– –
-299,942
3000
– –
-37,516
118 119
120
121 122