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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
3026
– –
-3,581
3027
– –
-65,715
3028
– –
-31,000
3029
– –
-17,382
3030
– –
-11,534
3031
– –
-76,660
3032
– –
-10,991
3033
– –
-20,222
3034
– –
-14,137
3035
– –
-2,399
3036
– –
-84,656
3037
– –
-8,800
3038
– –
-6,676
3039
– –
-8,952
3040
– –
-7,965
3041
– –
-58,740
3042
– –
-3,425
3043
– –
-112,001
3044
– –
-38,447
3045
– –
-9,500
3046
– –
-125,350
3047
– –
-7,418
3048
– –
-15,000
3049
– –
-7,075
3050
– –
-10,773
120 121
122
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