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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
$63.9B
AUM Growth
-$9.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,529
New
Increased
Reduced
Closed

Top Buys

1
+$337M
2
+$121M
3
+$96.4M
4
DUK icon
Duke Energy
DUK
+$71M
5
WMT icon
Walmart Inc
WMT
+$58.8M

Top Sells

1
+$132M
2
+$99M
3
+$90.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$87.4M
5
DIS icon
Walt Disney
DIS
+$76.7M

Sector Composition

1 Technology 15.45%
2 Healthcare 13%
3 Industrials 9.26%
4 Financials 8.84%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3401
– –
-4,901
3402
– –
-13,585
3403
– –
-5,022
3404
– –
-81,625
3405
– –
-15,922
3406
– –
-15,264
3407
– –
-2,161
3408
– –
-56,280
3409
– –
-6,679
3410
– –
-17,413
3411
– –
-56,831
3412
– –
-10,374
3413
– –
-7,675
3414
– –
-1,009
3415
– –
-3,994
3416
– –
-11,079
3417
– –
-200,674
3418
– –
-13,483
3419
– –
-6,309
3420
– –
-1,479
3421
– –
-1,264
3422
– –
-129,887
3423
– –
-11,136
3424
– –
-6,176
3425
– –
-193,800
135 136
137
138 139