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
3051
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-7,418
3052
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3053
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-7,075
3054
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3055
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3057
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3058
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-35,249
3059
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-54,973
3060
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-7,502
3061
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-6,100
3062
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-36,593
3063
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-51,224
3064
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-20,808
3065
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-11,700
3066
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3067
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3068
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3069
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3070
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3071
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-14,384
3072
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3073
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-12,404
3074
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-4,970
3075
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-58,440
121 122
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