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
326
$19.1M 0.05%
106,347
+9,145
327
$19.1M 0.05%
547,218
+20,122
328
$18.9M 0.05%
155,718
+9,580
329
$18.9M 0.05%
461,535
+15,286
330
$18.9M 0.05%
375,857
-73,208
331
$18.8M 0.05%
274,261
-7,933
332
$18.7M 0.05%
112,820
-36,080
333
$18.7M 0.05%
223,222
+4,006
334
$18.7M 0.05%
245,891
+55,913
335
$18.6M 0.05%
324,402
+1,791
336
$18.6M 0.05%
362,663
+19,806
337
$18.4M 0.05%
506,946
-91,106
338
$18.4M 0.05%
243,913
-48,033
339
$18.2M 0.05%
420,644
+30,412
340
$18.2M 0.05%
225,292
+38,143
341
$18.1M 0.05%
297,057
+42,889
342
$18.1M 0.05%
380,537
+60,940
343
$18.1M 0.05%
214,322
+63,141
344
$18.1M 0.05%
974,698
+327,247
345
$18M 0.05%
91,367
-27,741
346
$18M 0.05%
43,837
-6,740
347
$18M 0.05%
876,152
+116,106
348
$17.8M 0.05%
198,150
+16,105
349
$17.8M 0.05%
358,353
-88,582
350
$17.7M 0.05%
245,967
-23,572
12 13
14
15 16