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
2476
$247K ﹤0.01%
+10,118
2477
$247K ﹤0.01%
+2,982
2478
$245K ﹤0.01%
11,660
-27
2479
$245K ﹤0.01%
8,276
-3,004
2480
$245K ﹤0.01%
+7,646
2481
$244K ﹤0.01%
+6,500
2482
$244K ﹤0.01%
2,659
-728
2483
$243K ﹤0.01%
8,057
-156
2484
$243K ﹤0.01%
23,467
+732
2485
$243K ﹤0.01%
3,444
-200,471
2486
$242K ﹤0.01%
8,581
-1,663
2487
$242K ﹤0.01%
+9,347
2488
$241K ﹤0.01%
+7,616
2489
$240K ﹤0.01%
+12,291
2490
$240K ﹤0.01%
26,280
+555
2491
$240K ﹤0.01%
+4,878
2492
$240K ﹤0.01%
+11,289
2493
$240K ﹤0.01%
+4,208
2494
$240K ﹤0.01%
9,287
-9,204
2495
$239K ﹤0.01%
+9,089
2496
$239K ﹤0.01%
7,469
-24,512
2497
$239K ﹤0.01%
+10,829
2498
$239K ﹤0.01%
+6,650
2499
$238K ﹤0.01%
689
+30
2500
$238K ﹤0.01%
23,247
+695
98 99
100
101 102