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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
2251
– –
-32,612
2252
– –
-7,266
2253
– –
-7,648
2254
– –
-11,051
2255
– –
-24,990
2256
– –
-7,350
2257
– –
-7,198
2258
– –
-10,269
2259
– –
-10,000
2260
– –
-11,460
2261
– –
-12,890
2262
– –
-10,184
2263
– –
-93,438
2264
– –
-8,687
2265
– –
-3,700
2266
– –
-273,465
2267
– –
-31,330
2268
– –
-17,000
2269
– –
-15,984
2270
– –
-20,285
2271
– –
-15,000
2272
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-13,537
2273
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-30,175
2274
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-2,167
2275
– –
-16,600
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