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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
2151
– –
-8,752
2152
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-10,050
2153
– –
-214,372
2154
– –
-14,184
2155
– –
-9,957
2156
– –
-6,900
2157
– –
-15,238
2158
– –
-38,890
2159
– –
-39,830
2160
– –
-22,000
2161
– –
-17,410
2162
– –
-39,064
2163
– –
-51,627
2164
– –
-12,217
2165
– –
-13,113
2166
– –
-793
2167
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-8,056
2168
– –
-6,535
2169
– –
-17,500
2170
– –
-15,595
2171
– –
-5,332
2172
– –
-49,083
2173
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-13,255
2174
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-17,242
2175
– –
-31,684
85 86
87
88 89