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
226
$32.3M 0.09%
311,756
-1,398
227
$32.3M 0.09%
232,011
+7,370
228
$32M 0.09%
502,431
+9,321
229
$31.4M 0.09%
397,885
+11,079
230
$30.6M 0.09%
320,971
+13,397
231
$30.4M 0.09%
178,606
+37,481
232
$30.3M 0.09%
991,052
+48,831
233
$30M 0.08%
697,769
+41,674
234
$29.9M 0.08%
105,261
+59,135
235
$29.7M 0.08%
444,754
+39,260
236
$29.7M 0.08%
311,037
-11,405
237
$29.6M 0.08%
222,790
+121,142
238
$29.2M 0.08%
628,109
-154,391
239
$29.2M 0.08%
495,662
-27,207
240
$29.1M 0.08%
556,859
-96,734
241
$29M 0.08%
418,447
+77,661
242
$28.9M 0.08%
236,115
-86,875
243
$28.5M 0.08%
311,568
+32,680
244
$28.5M 0.08%
306,315
+146,958
245
$28.1M 0.08%
451,587
+18,795
246
$27.9M 0.08%
179,291
-17,787
247
$27.8M 0.08%
149,025
+12,525
248
$27.7M 0.08%
456,684
-27,998
249
$27.2M 0.08%
339,906
+31,673
250
$27.2M 0.08%
1,091,670
-36,606
8 9
10
11 12