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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
2276
– –
-15,000
2277
– –
-21,223
2278
– –
-12,000
2279
– –
-6,965
2280
– –
-12,953
2281
– –
-12,447
2282
– –
-10,283
2283
– –
-93,060
2284
– –
-8,320
2285
– –
-53,969
2286
– –
-182,560
2287
– –
-5,377
2288
– –
-12,500
2289
– –
-10,000
2290
– –
-10,648
2291
– –
-3,578
2292
– –
-26,461
2293
– –
-3,365
2294
– –
-14,825
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