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
401
$14.8M 0.04%
94,188
+36,542
402
$14.8M 0.04%
272,520
+33,101
403
$14.7M 0.04%
71,579
+1,607
404
$14.7M 0.04%
410,757
-42,961
405
$14.7M 0.04%
105,031
-8,064
406
$14.7M 0.04%
757,836
-123,477
407
$14.6M 0.04%
151,268
+397
408
$14.5M 0.04%
348,811
+1,361
409
$14.4M 0.04%
273,519
-48
410
$14.4M 0.04%
385,639
-54,227
411
$14.4M 0.04%
301,578
+121,783
412
$14.4M 0.04%
8,286
+1,043
413
$14.4M 0.04%
575,509
+51,767
414
$14.3M 0.04%
388,134
+58,506
415
$14.3M 0.04%
381,731
-50,919
416
$14.3M 0.04%
305,045
+9,928
417
$14.2M 0.04%
358,353
+49,722
418
$14.2M 0.04%
127,688
+34,803
419
$14.1M 0.04%
395,684
-4,508
420
$14.1M 0.04%
439,857
+82,388
421
$14.1M 0.04%
342,884
-121,090
422
$14.1M 0.04%
112,435
-24,818
423
$14.1M 0.04%
89,418
+17,540
424
$14M 0.04%
734,248
+170,207
425
$13.9M 0.04%
1,627,767
-90,263
15 16
17
18 19