Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$104M
2
+$104M
3
+$73.2M
4
CAH icon
Cardinal Health
CAH
+$56.7M
5
KO icon
Coca-Cola
KO
+$53.4M

Top Sells

1
+$509M
2
+$184M
3
+$80.6M
4
PG icon
Procter & Gamble
PG
+$62.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$45.1M

Sector Composition

1 Technology 13.08%
2 Healthcare 11.54%
3 Financials 10.31%
4 Industrials 8.5%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$580K ﹤0.01%
13,012
+865
1977
$579K ﹤0.01%
10,692
+2,867
1978
$578K ﹤0.01%
14,968
-5,204
1979
$578K ﹤0.01%
108,350
+90,850
1980
$576K ﹤0.01%
+16,735
1981
$574K ﹤0.01%
24,833
+9,335
1982
$572K ﹤0.01%
5,561
+175
1983
$570K ﹤0.01%
23,812
-27,623
1984
$570K ﹤0.01%
31,166
-4,827
1985
$569K ﹤0.01%
33,624
-997
1986
$569K ﹤0.01%
46,593
+2,171
1987
$569K ﹤0.01%
+18,766
1988
$568K ﹤0.01%
37,749
-3,963
1989
$567K ﹤0.01%
24,228
-2,525
1990
$567K ﹤0.01%
14,560
-6,237
1991
$567K ﹤0.01%
15,746
-1,104
1992
$566K ﹤0.01%
21,945
+3,730
1993
$566K ﹤0.01%
39,206
+15,465
1994
$565K ﹤0.01%
29,344
+1,812
1995
$565K ﹤0.01%
35,101
+1,199
1996
$564K ﹤0.01%
37,223
+4,528
1997
$563K ﹤0.01%
8,711
-50
1998
$561K ﹤0.01%
17,452
-305
1999
$559K ﹤0.01%
17,575
-67,949
2000
$559K ﹤0.01%
+16,864
78 79
80
81 82