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
2576
$203K ﹤0.01%
+9,573
2577
$203K ﹤0.01%
12,700
2578
$203K ﹤0.01%
16,869
-10
2579
$203K ﹤0.01%
3,141
-124,631
2580
$202K ﹤0.01%
14,300
+338
2581
$202K ﹤0.01%
+14,300
2582
$202K ﹤0.01%
10,110
-11,133
2583
$201K ﹤0.01%
8,854
-2,313
2584
$201K ﹤0.01%
+10,775
2585
$201K ﹤0.01%
+2,642
2586
$201K ﹤0.01%
+8,443
2587
$201K ﹤0.01%
+5,710
2588
$201K ﹤0.01%
+14,009
2589
$200K ﹤0.01%
+5,337
2590
$200K ﹤0.01%
+577
2591
$197K ﹤0.01%
36,989
+10,849
2592
$195K ﹤0.01%
15,307
+17
2593
$194K ﹤0.01%
16,527
+6,195
2594
$193K ﹤0.01%
16,541
+382
2595
$192K ﹤0.01%
28,000
-4,300
2596
$191K ﹤0.01%
15,178
-1,300
2597
$190K ﹤0.01%
+1,234
2598
$189K ﹤0.01%
29,325
+2,270
2599
$189K ﹤0.01%
15,750
-6,050
2600
$186K ﹤0.01%
+20,365
102 103
104
105 106