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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
$11.4B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,380
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$21.8M
3
+$17.9M
4
UL icon
Unilever
UL
+$17.4M
5
DE icon
Deere & Co
DE
+$16.9M

Top Sells

1
+$29.9M
2
+$26.8M
3
+$26.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.7M
5
SIX
Six Flags Entertainment Corp.
SIX
+$13M

Sector Composition

1 Technology 12.93%
2 Healthcare 11.12%
3 Financials 9.31%
4 Industrials 9.28%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
– –
-6,976
2152
– –
-12,387
2153
– –
-47,963
2154
– –
-16,412
2155
– –
-16,600
2156
– –
-12,529
2157
– –
-19,546
2158
– –
-21,751
2159
– –
-7,045
2160
– –
-10,139
2161
– –
-2,450
2162
– –
-17,391
2163
– –
-28,016
2164
– –
-14,894
2165
– –
-61,750
2166
– –
-12,659
2167
– –
-28,300
2168
– –
-4,367
2169
– –
-3,433
2170
– –
-37,996
2171
– –
-16,850
2172
– –
-7,576
2173
– –
-20,750
2174
– –
-57,208
2175
– –
-13,802
85 86
87
88 89