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
376
$15.8M 0.04%
179,428
-1,577
377
$15.8M 0.04%
478,639
+923
378
$15.7M 0.04%
877,460
-540,430
379
$15.7M 0.04%
588,390
-65,778
380
$15.7M 0.04%
60,465
-8,416
381
$15.6M 0.04%
326,910
-78,682
382
$15.5M 0.04%
156,219
+8,276
383
$15.5M 0.04%
258,663
-39,465
384
$15.5M 0.04%
50,861
+1,217
385
$15.5M 0.04%
294,893
-59,261
386
$15.5M 0.04%
208,368
+16,693
387
$15.4M 0.04%
245,485
-67,021
388
$15.4M 0.04%
329,650
+3,930
389
$15.4M 0.04%
314,173
+201,002
390
$15.2M 0.04%
503,022
+107,721
391
$15.2M 0.04%
239,402
+720
392
$15.1M 0.04%
82,624
+11,944
393
$15.1M 0.04%
131,212
+109,785
394
$15M 0.04%
603,447
+42,189
395
$14.9M 0.04%
483,513
+44,013
396
$14.9M 0.04%
545,545
+52,690
397
$14.9M 0.04%
71,019
+7,913
398
$14.9M 0.04%
983,028
+75,028
399
$14.9M 0.04%
255,356
+5,971
400
$14.9M 0.04%
140,719
+25,394
14 15
16
17 18