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
276
$23.2M 0.07%
790,098
-80,703
277
$23.1M 0.07%
502,252
+346,983
278
$23M 0.07%
205,940
+21,742
279
$22.9M 0.06%
219,807
-20,883
280
$22.7M 0.06%
159,051
-2,063
281
$22.7M 0.06%
510,597
-76,462
282
$22.6M 0.06%
374,579
+190,029
283
$22.4M 0.06%
220,293
+65,316
284
$22.1M 0.06%
584,080
-770
285
$22M 0.06%
143,952
-31,092
286
$21.9M 0.06%
316,344
-7,502
287
$21.9M 0.06%
194,775
-37,919
288
$21.6M 0.06%
63,426
-5,167
289
$21.6M 0.06%
156,743
+2,984
290
$21.5M 0.06%
324,707
+108,507
291
$21.4M 0.06%
517,440
-125,528
292
$21.4M 0.06%
633,943
-10,021
293
$21.4M 0.06%
466,679
+72,493
294
$21.3M 0.06%
101,656
+11,085
295
$21.2M 0.06%
647,490
-122,864
296
$21.1M 0.06%
244,465
-796
297
$21.1M 0.06%
400,048
-17,543
298
$20.8M 0.06%
373,957
+16,047
299
$20.8M 0.06%
292,879
+76,368
300
$20.7M 0.06%
313,564
+175,230
10 11
12
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