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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
2401
– –
-129,952
2402
– –
-10,725
2403
– –
-202,420
2404
– –
-7,949
2405
– –
-13,422
2406
$0 ﹤0.01%
58,980
-516
2407
– –
-17,119
2408
– –
-18,105
2409
– –
-44,295
2410
– –
-55,784
2411
– –
-54,200
2412
– –
-18,975
2413
– –
-14,108
2414
– –
-25,367
2415
– –
-6,595
2416
– –
-14,429
2417
– –
-9,234
2418
– –
-14,643
2419
– –
-45,381
2420
– –
-25,027
2421
– –
-27,345
2422
– –
-8,171
2423
– –
-29,630
2424
– –
-8,036
2425
– –
-2,311
95 96
97
98 99