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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
$11.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,312
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$31.3M
3
+$24.8M
4
GM icon
General Motors
GM
+$21.5M
5
TDC icon
Teradata
TDC
+$20.3M

Top Sells

1
+$26.8M
2
+$25.1M
3
+$24.4M
4
COP icon
ConocoPhillips
COP
+$22.2M
5
TDS icon
Telephone and Data Systems
TDS
+$19.9M

Sector Composition

1 Technology 12.99%
2 Healthcare 10.2%
3 Industrials 10.16%
4 Financials 8.86%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$33K ﹤0.01%
11,000
-44,449
2127
$32K ﹤0.01%
11,850
-5,000
2128
$30K ﹤0.01%
16
2129
$29K ﹤0.01%
22,000
-9,000
2130
$28K ﹤0.01%
+7,500
2131
$26K ﹤0.01%
17,425
2132
$24K ﹤0.01%
+10,500
2133
$21K ﹤0.01%
+400
2134
$15K ﹤0.01%
50
2135
$12K ﹤0.01%
+10,670
2136
– –
-12,500
2137
– –
-6,426
2138
– –
-580
2139
– –
-29,786
2140
– –
-12,000
2141
– –
-15,700
2142
– –
-11,884
2143
– –
-252,814
2144
– –
-11,916
2145
– –
-42,297
2146
– –
-25,020
2147
– –
-29,364
2148
– –
-5,150
2149
– –
-25,142
2150
– –
-25,873
84 85
86
87 88