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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
3101
– –
-10,937
3102
– –
-18,022
3103
– –
-107,436
3104
– –
-3,725
3105
– –
-69,556
3106
– –
-15,457
3107
– –
-72,770
3108
– –
-4,883
3109
– –
-19,868
3110
– –
-20,355
3111
– –
-3,741
3112
– –
-7,407
3113
– –
-57
3114
– –
-24,937
3115
– –
-2,006
3116
– –
-7,911
3117
– –
-10,538
3118
– –
-6,082
3119
– –
-2,131
3120
– –
-54,692
3121
– –
-68,577
3122
– –
-59,555
3123
– –
-2,825
3124
– –
-1,178
3125
– –
-17,580
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