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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
3226
– –
-10,173
3227
– –
-91,043
3228
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-12,997
3229
– –
-6,844
3230
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-12,913
3231
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-44,343
3232
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-3,469
3233
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-21,348
3234
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-9,465
3235
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-16,073
3236
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-11,835
3237
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-20,462
3238
– –
-19,056
3239
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-10,456
3240
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-36,591
3241
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-16,690
3242
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-14,792
3243
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-325,399
3244
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-10,113
3245
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-25,427
3246
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-14,921
3247
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3248
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3249
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-8
3250
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-8,727
128 129
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