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
251
$27M 0.08%
1,026,084
+201,206
252
$26.7M 0.08%
154,697
+19,966
253
$25.9M 0.07%
405,375
-73,781
254
$25.9M 0.07%
350,100
+771
255
$25.8M 0.07%
176,166
-29,626
256
$25.8M 0.07%
797,013
-31,918
257
$25.7M 0.07%
187,996
-3,844
258
$25.6M 0.07%
777,776
+406,091
259
$25.4M 0.07%
351,692
+14,666
260
$25.4M 0.07%
312,446
+18,675
261
$25.3M 0.07%
357,316
+34,328
262
$25.1M 0.07%
248,066
+151,762
263
$24.9M 0.07%
619,206
+107,052
264
$24.9M 0.07%
1,005,417
-341,520
265
$24.8M 0.07%
119,706
+17,852
266
$24.7M 0.07%
485,315
-103,680
267
$24.7M 0.07%
82
+31
268
$24.5M 0.07%
505,338
+37,460
269
$24.5M 0.07%
289,146
-1,547
270
$24.4M 0.07%
471,900
-20,780
271
$24.3M 0.07%
127,752
-6,936
272
$24.1M 0.07%
203,045
-12,423
273
$24.1M 0.07%
454,024
-7,984
274
$23.4M 0.07%
362,319
-26,718
275
$23.4M 0.07%
471,227
+87,349
9 10
11
12 13