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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
$60.7B
AUM Growth
+$4.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,366
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$204M
3
+$117M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$87.1M
5
MBB icon
iShares MBS ETF
MBB
+$75.4M

Top Sells

1
+$234M
2
+$195M
3
+$97.7M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$85.1M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$81.6M

Sector Composition

1 Technology 16.25%
2 Healthcare 10.92%
3 Financials 9.85%
4 Industrials 8.99%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
– –
-25,488
3202
– –
-2,538
3203
– –
-5,120
3204
– –
-11,461
3205
– –
-7,700
3206
– –
-14,156
3207
– –
-9,035
3208
– –
-1,947
3209
– –
-7,794
3210
– –
-119,089
3211
– –
-56,164
3212
– –
-7,865
3213
– –
-6,776
3214
– –
-8,999
3215
– –
-12,045
3216
– –
-9,393
3217
– –
-11,444
3218
– –
-26,038
3219
– –
-2,525
3220
– –
-6,852
3221
– –
-3,010
3222
– –
-52,432
3223
– –
-12,232
3224
– –
-24,456
3225
– –
-36,707
127 128
129
130 131