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
2001
$558K ﹤0.01%
19,389
+7,009
2002
$558K ﹤0.01%
33,394
+373
2003
$557K ﹤0.01%
+16,927
2004
$556K ﹤0.01%
+16,306
2005
$556K ﹤0.01%
98,787
-7,558
2006
$555K ﹤0.01%
14,948
-455
2007
$554K ﹤0.01%
+7,125
2008
$553K ﹤0.01%
42,422
+14,779
2009
$549K ﹤0.01%
12,113
-4,389
2010
$549K ﹤0.01%
61,165
+45,320
2011
$548K ﹤0.01%
+19,627
2012
$547K ﹤0.01%
+9,200
2013
$547K ﹤0.01%
+4,883
2014
$544K ﹤0.01%
78,420
-18,467
2015
$544K ﹤0.01%
15,730
-8,899
2016
$544K ﹤0.01%
5,961
-56,749
2017
$544K ﹤0.01%
6,642
-799
2018
$543K ﹤0.01%
106,769
-683
2019
$542K ﹤0.01%
9,070
+3,697
2020
$541K ﹤0.01%
25,125
-1,992
2021
$541K ﹤0.01%
24,880
-3,519
2022
$540K ﹤0.01%
64,800
+13,125
2023
$540K ﹤0.01%
9,729
-2,120
2024
$539K ﹤0.01%
8,280
-987
2025
$536K ﹤0.01%
42,151
+205
79 80
81
82 83