We are live on ! Find out more
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
2701
– –
-634
2702
– –
-537
2703
– –
-176,411
2704
– –
-3,090
2705
– –
-133,818
2706
– –
-2,975
2707
– –
-11,854
2708
– –
-9,411
2709
– –
-7,868
2710
– –
-15,646
2711
– –
-19,690
2712
– –
-5,830
2713
– –
-10,898
2714
– –
-40,592
2715
– –
-10,792
2716
– –
-622,794
2717
– –
-10,000
2718
– –
-13,634
2719
– –
-104,394
2720
– –
-80,969
2721
– –
-218,532
2722
– –
-22,000
2723
– –
-11,412
2724
– –
-17,598
2725
– –
-2,378
107 108
109
110 111