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
1251
$1.7M 0.01%
23,667
+15,918
1252
$1.7M 0.01%
137,031
-67,007
1253
$1.7M 0.01%
46,374
-5,984
1254
$1.7M 0.01%
48,959
+5,520
1255
$1.69M 0.01%
21,768
+1,415
1256
$1.69M 0.01%
29,483
+6,744
1257
$1.68M 0.01%
173,618
+7,000
1258
$1.68M 0.01%
16,767
+11,073
1259
$1.68M 0.01%
39,748
+3,370
1260
$1.68M 0.01%
47,490
+12,196
1261
$1.67M 0.01%
14,306
-4,350
1262
$1.67M 0.01%
21,152
+5,343
1263
$1.67M 0.01%
26,182
+7,094
1264
$1.67M 0.01%
105,936
-579
1265
$1.67M 0.01%
29,642
-2,167
1266
$1.66M 0.01%
61,491
+4,048
1267
$1.66M 0.01%
62,902
-281
1268
$1.65M 0.01%
27,436
+2,992
1269
$1.65M 0.01%
19,798
-480
1270
$1.64M 0.01%
205,946
-13,190
1271
$1.64M 0.01%
800,055
-132,890
1272
$1.64M 0.01%
32,405
+3,281
1273
$1.63M 0.01%
+47,812
1274
$1.63M 0.01%
76,301
-4,778
1275
$1.63M 0.01%
22,142
+7,350
49 50
51
52 53