Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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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-7,196
2802
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-22,390
2803
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2804
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-9,940
2805
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2806
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2807
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-60,532
2808
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-11,889
2809
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-6,118
2810
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-26,973
2811
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-16,705
2812
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-61,540
2813
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-15,275
2814
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2815
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2816
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2817
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2818
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2819
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2820
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2821
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-471,783
2822
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-9,028
2823
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-64,525
2824
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-1,270,639
2825
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-11,774
111 112
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114 115