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
451
$12.8M 0.04%
657,240
-39,495
452
$12.7M 0.04%
161,671
-1,027
453
$12.7M 0.04%
154,587
+56,843
454
$12.6M 0.04%
345,985
-88,637
455
$12.6M 0.04%
198,104
+14,208
456
$12.6M 0.04%
164,595
+2,116
457
$12.6M 0.04%
261,938
+17,624
458
$12.5M 0.04%
399,457
-44,425
459
$12.5M 0.04%
68,142
+1,256
460
$12.4M 0.04%
322,615
+11,340
461
$12.3M 0.03%
168,324
-349,702
462
$12.3M 0.03%
139,117
+45,969
463
$12.3M 0.03%
305,704
-54,944
464
$12.2M 0.03%
105,014
-10,518
465
$12.2M 0.03%
508,249
+26,388
466
$12.2M 0.03%
289,001
+4,642
467
$12.1M 0.03%
+66,504
468
$12.1M 0.03%
224,036
+124,685
469
$12.1M 0.03%
108,136
+5,925
470
$12.1M 0.03%
11,815
+7,954
471
$12.1M 0.03%
182,460
+3,932
472
$12M 0.03%
279,956
+3,508
473
$11.9M 0.03%
361,137
-174
474
$11.9M 0.03%
118,702
-3,908
475
$11.9M 0.03%
195,341
-14,494
17 18
19
20 21