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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
$35.4B
AUM Growth
+$4.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,947
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$103M
3
+$70.4M
4
CAH icon
Cardinal Health
CAH
+$58.9M
5
KO icon
Coca-Cola
KO
+$53.4M

Top Sells

1
+$490M
2
+$182M
3
+$77.7M
4
PG icon
Procter & Gamble
PG
+$58.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$44.2M

Sector Composition

1 Technology 13.08%
2 Healthcare 11.54%
3 Financials 10.32%
4 Industrials 8.5%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
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-61,540
2802
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-15,275
2803
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-12,092
2804
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-255,591
2805
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2806
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-11,629
2807
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-21,369
2808
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-50,290
2809
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-20,387
2810
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-62,968
2811
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-61,275
2812
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-27,975
2813
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-59,768
2814
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-25,959
2815
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-4,455
2816
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-471,783
2817
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-9,028
2818
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-64,525
2819
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-1,270,639
2820
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-11,774
2821
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-28,215
2822
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2823
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2824
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2825
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-61,673
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