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
2451
$257K ﹤0.01%
8,524
-2,934
2452
$257K ﹤0.01%
19,437
+1,189
2453
$257K ﹤0.01%
+11,266
2454
$255K ﹤0.01%
25,517
+8,276
2455
$253K ﹤0.01%
+13,493
2456
$253K ﹤0.01%
5,033
-1,010
2457
$253K ﹤0.01%
+2,834
2458
$252K ﹤0.01%
2,779
-859
2459
$252K ﹤0.01%
23,224
-21,045
2460
$252K ﹤0.01%
4,108
-917
2461
$252K ﹤0.01%
16,914
-6,374
2462
$251K ﹤0.01%
8,368
2463
$250K ﹤0.01%
+13,449
2464
$250K ﹤0.01%
15,357
+407
2465
$250K ﹤0.01%
+9,429
2466
$250K ﹤0.01%
+14,650
2467
$250K ﹤0.01%
15,131
+3,242
2468
$249K ﹤0.01%
+5,156
2469
$249K ﹤0.01%
16,248
-3,676
2470
$249K ﹤0.01%
+127
2471
$248K ﹤0.01%
2,028
-560
2472
$248K ﹤0.01%
6,269
+2
2473
$248K ﹤0.01%
4,593
+249
2474
$247K ﹤0.01%
+4,229
2475
$247K ﹤0.01%
30,391
+6,701
97 98
99
100 101