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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
2826
– –
-61,279
2827
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-10,178
2828
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-4,269
2829
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-8,430
2830
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2831
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-11,448
2832
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-14,283
2833
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-7,031
2834
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-10,540
2835
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-9,629
2836
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-1,154
2837
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-1,629
2838
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-27,745
2839
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-7,475
2840
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-20,794
2841
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-12,500
2842
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-29,573
2843
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-8,247
2844
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2845
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-14,477
2846
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-62,595
2847
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2848
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-2,027
2849
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-14,658
2850
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-12,000
112 113
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