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
2501
$238K ﹤0.01%
11,479
+7
2502
$238K ﹤0.01%
2,259
-339
2503
$237K ﹤0.01%
12,704
+1,580
2504
$237K ﹤0.01%
+4,741
2505
$237K ﹤0.01%
+23,587
2506
$237K ﹤0.01%
+4,608
2507
$236K ﹤0.01%
15,921
2508
$236K ﹤0.01%
17,686
+2,336
2509
$235K ﹤0.01%
12,428
+1,528
2510
$234K ﹤0.01%
16,464
2511
$233K ﹤0.01%
+11,057
2512
$233K ﹤0.01%
22,816
+502
2513
$232K ﹤0.01%
+2,474
2514
$230K ﹤0.01%
+7,809
2515
$230K ﹤0.01%
7,455
2516
$230K ﹤0.01%
+6,395
2517
$229K ﹤0.01%
29,450
-186
2518
$228K ﹤0.01%
5,122
+52
2519
$228K ﹤0.01%
9,065
+3,262
2520
$228K ﹤0.01%
+1,951
2521
$228K ﹤0.01%
16,783
-11,164
2522
$228K ﹤0.01%
+5,495
2523
$227K ﹤0.01%
18,792
-407
2524
$227K ﹤0.01%
13,350
+350
2525
$227K ﹤0.01%
+3,672
99 100
101
102 103