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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
2326
– –
-16,282
2327
– –
-15,000
2328
– –
-12,849
2329
– –
-6,627
2330
– –
-12,168
2331
– –
-10,034
2332
– –
-23,376
2333
– –
-10,610
2334
– –
-306,410
2335
– –
-3,109
2336
– –
-2,390
2337
– –
-40,119
2338
– –
-20,674
2339
– –
-5,901
2340
– –
-39,002
2341
– –
-2,655
2342
– –
-9,125
2343
– –
-13,300
2344
– –
-50,000
2345
– –
-372
2346
– –
-2,703
2347
– –
-1,859
2348
– –
-18,180
2349
– –
-16,600
2350
– –
-65,845
91 92 93
94
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