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
2676
$112K ﹤0.01%
11,680
-4,500
2677
$111K ﹤0.01%
+10,253
2678
$111K ﹤0.01%
10,492
-2,797
2679
$110K ﹤0.01%
1,024
+321
2680
$105K ﹤0.01%
+13,040
2681
$104K ﹤0.01%
670
-6
2682
$103K ﹤0.01%
11,157
-862
2683
$102K ﹤0.01%
68
-24
2684
$102K ﹤0.01%
10,000
2685
$102K ﹤0.01%
+10,400
2686
$101K ﹤0.01%
5,649
+1,250
2687
$101K ﹤0.01%
3,895
2688
$101K ﹤0.01%
+15,764
2689
$97K ﹤0.01%
11,519
2690
$93K ﹤0.01%
42,754
+11,395
2691
$93K ﹤0.01%
1,857
+250
2692
$92K ﹤0.01%
+11,597
2693
$90K ﹤0.01%
10,974
-62
2694
$90K ﹤0.01%
11,612
+179
2695
$88K ﹤0.01%
16,975
2696
$88K ﹤0.01%
+12,837
2697
$87K ﹤0.01%
14,656
+3,000
2698
$86K ﹤0.01%
20,875
-4,412
2699
$85K ﹤0.01%
2,076
-886
2700
$81K ﹤0.01%
+10,085
106 107
108
109 110