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
2726
$50K ﹤0.01%
10,685
-280
2727
$49K ﹤0.01%
+19,157
2728
$48K ﹤0.01%
+1,150
2729
$43K ﹤0.01%
32,000
-2,000
2730
$41K ﹤0.01%
+2,637
2731
$41K ﹤0.01%
25,890
2732
$37K ﹤0.01%
1,759
+742
2733
$37K ﹤0.01%
12,875
+200
2734
$37K ﹤0.01%
10,100
-125,320
2735
$34K ﹤0.01%
1,265
-112
2736
$33K ﹤0.01%
1,137
+11
2737
$32K ﹤0.01%
+7,600
2738
$28K ﹤0.01%
32,045
-2,074
2739
$22K ﹤0.01%
11,329
+365
2740
$22K ﹤0.01%
+50,000
2741
$21K ﹤0.01%
10,800
+800
2742
$21K ﹤0.01%
13,816
-998
2743
– –
0
2744
$13K ﹤0.01%
51,200
+20,000
2745
$12K ﹤0.01%
10,000
2746
$11K ﹤0.01%
20,045
+1,465
2747
$10K ﹤0.01%
11,666
2748
$7K ﹤0.01%
+11,500
2749
$5K ﹤0.01%
548
-25
2750
$4K ﹤0.01%
+400
108 109
110
111 112