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
1726
$889K ﹤0.01%
18,000
1727
$889K ﹤0.01%
53,933
-25,404
1728
$888K ﹤0.01%
18,701
+1,430
1729
$885K ﹤0.01%
34,928
-2,010
1730
$882K ﹤0.01%
32,000
+19,097
1731
$881K ﹤0.01%
63,037
-23,200
1732
$880K ﹤0.01%
+18,108
1733
$879K ﹤0.01%
8,243
-303
1734
$879K ﹤0.01%
1,000
1735
$878K ﹤0.01%
21,967
+40
1736
$877K ﹤0.01%
25,518
-270
1737
$877K ﹤0.01%
23,616
-304
1738
$876K ﹤0.01%
+24,981
1739
$873K ﹤0.01%
41,561
+98
1740
$871K ﹤0.01%
13,762
-5,685
1741
$871K ﹤0.01%
16,449
+4,277
1742
$868K ﹤0.01%
123,495
+19,489
1743
$866K ﹤0.01%
14,612
+8,188
1744
$866K ﹤0.01%
46,609
-29,886
1745
$860K ﹤0.01%
+16,166
1746
$859K ﹤0.01%
53,447
1747
$858K ﹤0.01%
34,000
1748
$857K ﹤0.01%
16,690
-1,001
1749
$857K ﹤0.01%
49,513
+6,105
1750
$855K ﹤0.01%
54,900
+9,754
68 69
70
71 72