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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
$31.7B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,869
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$50.3M
3
+$46.2M
4
ADP icon
Automatic Data Processing
ADP
+$39.4M
5
IBM icon
IBM
IBM
+$29.4M

Top Sells

1
+$86.7M
2
+$48.9M
3
+$41.1M
4
NKE icon
Nike
NKE
+$40.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$30.9M

Sector Composition

1 Technology 12.43%
2 Financials 11.78%
3 Healthcare 10.17%
4 Industrials 8.88%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
– –
-11,465
2627
– –
-14,549
2628
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-4,033
2629
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-34,541
2630
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-25,998
2631
– –
-2,500
2632
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-4,189
2633
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-4,628
2634
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-19,882
2635
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-18,672
2636
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-36,184
2637
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-7,181
2638
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-19,710
2639
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-20,226
2640
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-21,121
2641
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-6,365
2642
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-16,756
2643
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-100,568
2644
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-2,086
2645
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-6,951
2646
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-60,741
2647
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-75,200
2648
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-13,078
2649
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-11,441
2650
– –
-1,200
104 105
106
107 108