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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
3251
– –
-12,866
3252
– –
-8,087
3253
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-24,789
3254
– –
-10,100
3255
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-7,565
3256
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-12,693
3257
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-18,018
3258
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-7,902
3259
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-20,005
3260
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-56,126
3261
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-6,188
3262
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-42,494
3263
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-25,579
3264
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-2,982
3265
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-154,730
3266
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-26,201
3267
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-60,819
3268
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-29,746
3269
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-38,000
3270
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-142,319
3271
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-12,916
3272
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-15,845
3273
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-11,086
3274
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-32,272
3275
– –
-3,853
129 130
131
132 133