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
476
$11.8M 0.03%
347,428
+235,558
477
$11.8M 0.03%
1,341,694
+135,134
478
$11.8M 0.03%
78,277
+12,497
479
$11.8M 0.03%
249,700
-3,668
480
$11.7M 0.03%
112,429
+5,196
481
$11.7M 0.03%
508,190
-203,323
482
$11.7M 0.03%
244,740
-8,032
483
$11.7M 0.03%
651,455
+74,176
484
$11.6M 0.03%
729,837
+93,592
485
$11.6M 0.03%
206,595
-29,809
486
$11.6M 0.03%
207,486
+198,534
487
$11.6M 0.03%
91,155
-19,763
488
$11.5M 0.03%
156,841
-65,844
489
$11.5M 0.03%
355,198
+37,937
490
$11.5M 0.03%
169,570
+39,873
491
$11.4M 0.03%
263,801
-53,794
492
$11.4M 0.03%
228,582
+3,163
493
$11.3M 0.03%
275,370
+11,935
494
$11.3M 0.03%
32,843
-8,052
495
$11.3M 0.03%
128,061
+21,774
496
$11.3M 0.03%
104,867
+12,618
497
$11.2M 0.03%
196,094
-74,661
498
$11.2M 0.03%
491,342
-141,669
499
$11.1M 0.03%
45,758
-2,996
500
$11.1M 0.03%
430,936
+244,116
18 19
20
21 22