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
$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
426
$13.3M 0.04%
153,210
-3,399
427
$13.3M 0.04%
311,806
+14,825
428
$13.3M 0.04%
476,537
+183,347
429
$13.3M 0.04%
1,519,099
+156,285
430
$13.2M 0.04%
287,602
-4,605
431
$13.2M 0.04%
251,315
+13,089
432
$13.1M 0.04%
547,943
+5,036
433
$13.1M 0.04%
48,573
+37,508
434
$13M 0.04%
371,158
+173
435
$13M 0.04%
119,496
-23,699
436
$13M 0.04%
164,310
+9,406
437
$12.9M 0.04%
258,876
+74,311
438
$12.9M 0.04%
274,794
-2,163
439
$12.9M 0.04%
449,536
-159,004
440
$12.8M 0.04%
247,619
+6,992
441
$12.7M 0.04%
233,481
+46,456
442
$12.7M 0.04%
324,531
+30,163
443
$12.7M 0.04%
117,249
+14,904
444
$12.7M 0.04%
264,384
-21,916
445
$12.7M 0.04%
214,239
-13,426
446
$12.6M 0.04%
78,202
+1,500
447
$12.6M 0.04%
125,278
+4,682
448
$12.6M 0.04%
97,043
+3,871
449
$12.5M 0.04%
247,552
-135,590
450
$12.5M 0.04%
208,405
-48,908
16 17
18
19 20