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
2601
$186K ﹤0.01%
39,875
-529
2602
$185K ﹤0.01%
31,004
-113,790
2603
$184K ﹤0.01%
11,236
-5,187
2604
$184K ﹤0.01%
+15,547
2605
$184K ﹤0.01%
18,339
+3,777
2606
$181K ﹤0.01%
12,500
2607
$180K ﹤0.01%
11,361
-940
2608
$179K ﹤0.01%
14,542
-13,035
2609
$179K ﹤0.01%
14,700
2610
$179K ﹤0.01%
13,500
+1,500
2611
$176K ﹤0.01%
+17,600
2612
$173K ﹤0.01%
+14,340
2613
$172K ﹤0.01%
13,825
-480
2614
$171K ﹤0.01%
1,134
-15
2615
$171K ﹤0.01%
+10,937
2616
$171K ﹤0.01%
11,619
+1,088
2617
$171K ﹤0.01%
31,900
-25,700
2618
$171K ﹤0.01%
10,432
-145
2619
$170K ﹤0.01%
+21,346
2620
$169K ﹤0.01%
10,613
-738
2621
$165K ﹤0.01%
+11,810
2622
$164K ﹤0.01%
14,161
-24,900
2623
$164K ﹤0.01%
12,246
-316
2624
$161K ﹤0.01%
21,599
-9,372
2625
$159K ﹤0.01%
+4,223
103 104
105
106 107