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
351
$17.7M 0.05%
533,562
-32,070
352
$17.4M 0.05%
275,669
-7,518
353
$17.3M 0.05%
228,396
-63,052
354
$17.3M 0.05%
383,912
-23,006
355
$17.2M 0.05%
287,463
+63,693
356
$17.2M 0.05%
1,425,107
-36,384
357
$17.1M 0.05%
664,104
+109,276
358
$17M 0.05%
149,672
+5,675
359
$17M 0.05%
935,322
+1,677
360
$16.9M 0.05%
174,058
+79,907
361
$16.9M 0.05%
325,623
+24,283
362
$16.7M 0.05%
249,861
+129,468
363
$16.7M 0.05%
268,413
-37,528
364
$16.7M 0.05%
129,193
+26,280
365
$16.6M 0.05%
310,122
-337,605
366
$16.5M 0.05%
36,570
+6,465
367
$16.5M 0.05%
414,717
-21,040
368
$16.4M 0.05%
174,730
+44,780
369
$16.3M 0.05%
264,933
+75,640
370
$16.3M 0.05%
1,033,061
-6,930
371
$16.2M 0.05%
355,787
-6,195
372
$16.2M 0.05%
625,375
-117,799
373
$16.2M 0.05%
143,075
-26,695
374
$16.1M 0.05%
624,060
+9,315
375
$16.1M 0.05%
276,070
+57,357
13 14
15
16 17