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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
2351
– –
-30,100
2352
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-76,685
2353
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-19,731
2354
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-25,501
2355
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-79,381
2356
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-64,832
2357
– –
-9,577
2358
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-5,884
2359
– –
-17,999
2360
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-35,000
2361
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-372,331
2362
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-21,351
2363
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-6,218
2364
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-46,450
2365
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-138,637
2366
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-11,462
2367
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2368
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-3,010
2369
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-31,250
2370
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-7,685
2371
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-28,519
2372
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-170,000
2373
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-43,846
2374
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-14,098
2375
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-80,725
93 94
95
96 97