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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
3001
– –
-38,480
3002
– –
-10,638
3003
– –
-25,143
3004
– –
-17,230
3005
– –
-54,529
3006
– –
-2,709
3007
– –
-33,863
3008
– –
-22,976
3009
– –
-37,924
3010
– –
-105,194
3011
– –
-230,493
3012
– –
-16,445
3013
– –
-1,400
3014
– –
-16,738
3015
– –
-2,571
3016
– –
-35,372
3017
– –
-24,364
3018
– –
-46,549
3019
– –
-3,272
3020
– –
-6,384
3021
– –
-9,276
3022
– –
-70,625
3023
– –
-10,705
3024
– –
-3,245
3025
– –
-112,266
119 120
121
122 123