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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
2176
– –
-7,500
2177
– –
-9,900
2178
– –
-144,633
2179
– –
-60,716
2180
– –
-14,965
2181
– –
-9,485
2182
– –
-38,445
2183
– –
-16,862
2184
– –
-9,239
2185
– –
-15,100
2186
– –
0
2187
– –
-24,685
2188
– –
-14,233
2189
– –
-10,408
2190
– –
-7,000
2191
– –
-56
2192
– –
-10,472
2193
– –
-20,745
2194
– –
-5,308
2195
– –
-9,290
2196
– –
-3,018
2197
– –
-5,209
2198
– –
-44,096
2199
– –
-15,078
2200
– –
-24,721
86 87
88
89 90