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
2351
$248K ﹤0.01%
470
2352
$247K ﹤0.01%
15,515
-783
2353
$247K ﹤0.01%
+4,788
2354
$246K ﹤0.01%
4,608
+402
2355
$246K ﹤0.01%
7,333
-301
2356
$244K ﹤0.01%
8,350
+800
2357
$244K ﹤0.01%
+5,399
2358
$244K ﹤0.01%
8,325
+111
2359
$243K ﹤0.01%
9,230
-961
2360
$242K ﹤0.01%
21,693
+1,333
2361
$242K ﹤0.01%
+7,260
2362
$242K ﹤0.01%
2,168
-5,997
2363
$241K ﹤0.01%
14,906
-2,008
2364
$241K ﹤0.01%
25,738
-11,936
2365
$241K ﹤0.01%
9,793
+1,517
2366
$241K ﹤0.01%
+4,095
2367
$241K ﹤0.01%
+21,993
2368
$240K ﹤0.01%
+5,127
2369
$240K ﹤0.01%
6,415
+275
2370
$240K ﹤0.01%
5,734
-4,411
2371
$240K ﹤0.01%
+9,347
2372
$240K ﹤0.01%
4,322
-167
2373
$239K ﹤0.01%
+9,486
2374
$239K ﹤0.01%
12,531
+2,297
2375
$239K ﹤0.01%
6,669
+1,159
93 94
95
96 97