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
301
$20.5M 0.06%
1,452,943
-93,369
302
$20.5M 0.06%
159,559
+17,828
303
$20.4M 0.06%
794,774
-12,551
304
$20.4M 0.06%
386,354
-5,257
305
$20.4M 0.06%
286,269
-2,033
306
$20.2M 0.06%
299,616
+795
307
$20.2M 0.06%
145,111
-28,801
308
$20.1M 0.06%
1,679,791
+146,157
309
$20.1M 0.06%
633,569
-554,788
310
$20.1M 0.06%
386,479
-80,275
311
$20M 0.06%
203,928
-209,806
312
$19.8M 0.06%
443,656
+2,237
313
$19.8M 0.06%
393,062
-16,749
314
$19.8M 0.06%
172,456
+18,251
315
$19.6M 0.06%
654,332
+227,411
316
$19.6M 0.06%
144,616
-3,448
317
$19.6M 0.06%
526,699
-123,274
318
$19.5M 0.06%
121,911
+1,993
319
$19.5M 0.06%
388,225
-9,646
320
$19.3M 0.05%
221,676
-2,906
321
$19.3M 0.05%
675,457
+25,565
322
$19.3M 0.05%
281,839
+76,209
323
$19.3M 0.05%
212,616
+53,261
324
$19.2M 0.05%
455,868
+222,747
325
$19.2M 0.05%
1,117,478
+20,167
11 12
13
14 15