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
$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
426
$13.9M 0.04%
554,412
-214,496
427
$13.8M 0.04%
860,696
+135,455
428
$13.8M 0.04%
65,194
+9,518
429
$13.7M 0.04%
1,026,738
+143,424
430
$13.6M 0.04%
139,721
-2,450
431
$13.6M 0.04%
523,165
-209,462
432
$13.5M 0.04%
516,264
+33,578
433
$13.5M 0.04%
553,717
-241,546
434
$13.5M 0.04%
450,544
+14,978
435
$13.4M 0.04%
119,615
+6,176
436
$13.4M 0.04%
1,341,198
+130,847
437
$13.4M 0.04%
753,348
-255,730
438
$13.4M 0.04%
270,141
+34,026
439
$13.2M 0.04%
159,066
+17,070
440
$13.1M 0.04%
532,961
-249,551
441
$13.1M 0.04%
68,402
+10,121
442
$13.1M 0.04%
644,787
+633,298
443
$13.1M 0.04%
81,460
+503
444
$13M 0.04%
104,657
+19,564
445
$13M 0.04%
466,209
+153,706
446
$12.9M 0.04%
171,864
-14,659
447
$12.9M 0.04%
316,955
+28,111
448
$12.9M 0.04%
420,779
-179,512
449
$12.9M 0.04%
200,298
+48,646
450
$12.9M 0.04%
113,957
-14,992
16 17
18
19 20