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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
$73.3B
AUM Growth
-$2.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,584
New
Increased
Reduced
Closed

Top Buys

1
+$284M
2
+$102M
3
+$101M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$97.2M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$84.8M

Top Sells

1
+$323M
2
+$160M
3
+$114M
4
UPS icon
United Parcel Service
UPS
+$89.1M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$79.8M

Sector Composition

1 Technology 17.23%
2 Healthcare 11.66%
3 Financials 9.33%
4 Industrials 9.17%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3326
$18K ﹤0.01%
9
+4
3327
$18K ﹤0.01%
16,569
3328
$17K ﹤0.01%
1,020
-100
3329
$16K ﹤0.01%
15,000
3330
$15K ﹤0.01%
60
3331
$14K ﹤0.01%
1,000
3332
$12K ﹤0.01%
+10,000
3333
$11K ﹤0.01%
25,500
+500
3334
$11K ﹤0.01%
+667
3335
$8K ﹤0.01%
15,000
3336
$7K ﹤0.01%
19,000
3337
$5K ﹤0.01%
319
3338
– –
-5,818
3339
– –
-634,539
3340
– –
-3,734
3341
– –
-260,696
3342
– –
-13,940
3343
– –
-43,773
3344
– –
-21,499
3345
– –
-184,892
3346
– –
-20,183
3347
– –
-64,296
3348
– –
-25,374
3349
– –
-280
3350
– –
-14,826
132 133
134
135 136