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
1101
$2.25M 0.01%
77,561
+2,477
1102
$2.24M 0.01%
28,906
-448
1103
$2.23M 0.01%
118,153
+20,793
1104
$2.23M 0.01%
84,551
-17,347
1105
$2.23M 0.01%
55,336
+21,268
1106
$2.23M 0.01%
129,373
-807
1107
$2.22M 0.01%
19,757
+4,424
1108
$2.22M 0.01%
6,227
+622
1109
$2.22M 0.01%
136,656
+75,319
1110
$2.2M 0.01%
276,603
+72,638
1111
$2.19M 0.01%
29,287
-1,149
1112
$2.19M 0.01%
24,587
+9,004
1113
$2.19M 0.01%
11,665
-172
1114
$2.18M 0.01%
151,125
+9,690
1115
$2.18M 0.01%
92,424
-1,869
1116
$2.18M 0.01%
110,000
+40,000
1117
$2.18M 0.01%
235,563
-9,138
1118
$2.17M 0.01%
73,384
+48,408
1119
$2.17M 0.01%
30,645
+2,195
1120
$2.15M 0.01%
131,339
-37,424
1121
$2.14M 0.01%
220,879
+8,031
1122
$2.14M 0.01%
42,964
+11,594
1123
$2.14M 0.01%
29,269
-77,691
1124
$2.13M 0.01%
216,160
+16,871
1125
$2.13M 0.01%
78,060
-2,135
43 44
45
46 47