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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
3301
– –
-22,487
3302
– –
-11,085
3303
– –
-10,441
3304
– –
-6,876
3305
– –
-16,646
3306
– –
-12,176
3307
– –
-78,413
3308
– –
-5,421
3309
– –
-12,710
3310
– –
-22,600
3311
– –
-15,550
3312
– –
-85,795
3313
– –
-48,504
3314
– –
-93,111
3315
– –
-19,631
3316
– –
-5,577
3317
– –
-81,470
3318
– –
-11,646
3319
– –
-156,820
3320
– –
-84,688
3321
– –
-7,116
3322
– –
-411,078
3323
– –
-6,457
3324
– –
-15,307
3325
– –
-10,086
129 130 131 132
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