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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
$22.2B
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,656
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$34.6M
3
+$23.9M
4
PLD icon
Prologis
PLD
+$21.8M
5
GLD icon
SPDR Gold Trust
GLD
+$20.3M

Top Sells

1
+$38.8M
2
+$35.3M
3
+$23.1M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
CTSH icon
Cognizant
CTSH
+$20M

Sector Composition

1 Healthcare 12.63%
2 Technology 11.3%
3 Financials 9.93%
4 Industrials 8.6%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$13K ﹤0.01%
1
-1
2327
$11K ﹤0.01%
833
-94
2328
$11K ﹤0.01%
+1,505
2329
$7K ﹤0.01%
2,451
2330
$5K ﹤0.01%
2,030
-1,685
2331
$5K ﹤0.01%
13,500
-12,101
2332
– –
-12,233
2333
– –
-13,557
2334
– –
-60,000
2335
– –
-12,345
2336
– –
-12,805
2337
– –
-15,082
2338
– –
-10,200
2339
– –
-7,568
2340
– –
-11,866
2341
– –
-33,165
2342
– –
-41,500
2343
– –
-11,176
2344
– –
-3,056
2345
– –
-13,340
2346
– –
-10,824
2347
– –
-26,342
2348
– –
-10,898
2349
– –
-16,600
2350
– –
-10,002
92 93
94
95 96