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
2701
$77K ﹤0.01%
3,050
+50
2702
$76K ﹤0.01%
15,600
-1,525
2703
$75K ﹤0.01%
10,656
+453
2704
$69K ﹤0.01%
10,185
-143
2705
$68K ﹤0.01%
10,000
-1,000
2706
$67K ﹤0.01%
+2,775
2707
$66K ﹤0.01%
22,000
-7,800
2708
$66K ﹤0.01%
13,929
+295
2709
$66K ﹤0.01%
695
-2,552
2710
$66K ﹤0.01%
39,259
+12,393
2711
$65K ﹤0.01%
14,574
+115
2712
$64K ﹤0.01%
+10,508
2713
$62K ﹤0.01%
9,301
+400
2714
$61K ﹤0.01%
14,003
-552
2715
$60K ﹤0.01%
972
+59
2716
$59K ﹤0.01%
+20,250
2717
$59K ﹤0.01%
33,850
-2,300
2718
$56K ﹤0.01%
+12,995
2719
$55K ﹤0.01%
+798
2720
$54K ﹤0.01%
+1,632
2721
$52K ﹤0.01%
14,576
-1,900
2722
$51K ﹤0.01%
2,040
+235
2723
$51K ﹤0.01%
10,735
2724
$51K ﹤0.01%
+1,423
2725
$50K ﹤0.01%
+735
107 108
109
110 111