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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
$75.6B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,558
New
Increased
Reduced
Closed

Top Buys

1
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

Sector Composition

1 Technology 18.12%
2 Healthcare 11.33%
3 Financials 9.34%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3501
– –
-8,535
3502
– –
-98,599
3503
– –
-37,227
3504
– –
-1,220
3505
– –
-20,766
3506
– –
-49,791
3507
– –
-119,617
3508
– –
-10,303
3509
– –
-5,000
3510
– –
-2,722
3511
– –
-72,187
3512
– –
-80,116
3513
– –
-2,128
3514
– –
-4,273
3515
– –
-10,554
3516
– –
-57,921
3517
– –
-313,942
3518
– –
-53,914
3519
– –
-15,847
3520
– –
-22,923
3521
– –
-38,135
3522
– –
-14,329
3523
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-12,278
3524
– –
-1,093
3525
– –
-42,500
138 139 140
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