Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.2B
AUM Growth
-$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,245
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$138M
3
+$134M
4
V icon
Visa
V
+$124M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$107M

Top Sells

1
+$219M
2
+$169M
3
+$150M
4
GIS icon
General Mills
GIS
+$137M
5
SYY icon
Sysco
SYY
+$133M

Sector Composition

1 Technology 14.42%
2 Healthcare 11.91%
3 Financials 8.67%
4 Consumer Staples 8.33%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$204K ﹤0.01%
16,110
2427
$204K ﹤0.01%
4,976
-4,468
2428
$204K ﹤0.01%
9,044
2429
$204K ﹤0.01%
11,506
+162
2430
$204K ﹤0.01%
13,620
-5,841
2431
$204K ﹤0.01%
18,932
-3,932
2432
$203K ﹤0.01%
15,336
2433
$202K ﹤0.01%
3,398
+146
2434
$201K ﹤0.01%
+24,732
2435
$201K ﹤0.01%
8,509
+65
2436
$201K ﹤0.01%
4,000
-536
2437
$201K ﹤0.01%
20,467
+376
2438
$200K ﹤0.01%
9,955
-15,050
2439
$200K ﹤0.01%
12,417
-2,179
2440
$199K ﹤0.01%
10,794
-587
2441
$198K ﹤0.01%
14,241
-5,643
2442
$197K ﹤0.01%
13,992
-19,676
2443
$197K ﹤0.01%
+13,733
2444
$196K ﹤0.01%
29,055
-25,017
2445
$195K ﹤0.01%
13,260
-625
2446
$195K ﹤0.01%
+11,514
2447
$195K ﹤0.01%
+14,974
2448
$192K ﹤0.01%
30,451
-19,915
2449
$192K ﹤0.01%
+11,952
2450
$191K ﹤0.01%
18,238
-700
96 97
98
99 100