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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
2226
– –
-4,678
2227
– –
-4,725
2228
– –
-14,475
2229
– –
-3,528
2230
– –
-10,437
2231
– –
-21,612
2232
– –
-17,795
2233
– –
-1,543
2234
– –
-10,000
2235
– –
-240,122
2236
– –
-233,871
2237
– –
-14,967
2238
– –
-19,100
2239
– –
-86,302
2240
– –
-59,000
2241
– –
-7,867
2242
– –
-10,000
2243
– –
-88,793
2244
– –
-24,241
2245
– –
-608
2246
– –
-26,102
2247
– –
-8,136
2248
– –
-19,150
2249
– –
-10,450
2250
– –
-10,400
88 89
90
91 92