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
26
$217M 0.61%
2,084,687
-602,550
27
$208M 0.59%
8,768,585
+619,754
28
$195M 0.55%
1,874,535
+46,890
29
$192M 0.54%
3,706,662
+520,304
30
$186M 0.52%
486,556
-43,471
31
$185M 0.52%
4,536,069
+16,457
32
$183M 0.52%
3,216,609
+196,725
33
$181M 0.51%
2,248,468
+71,527
34
$180M 0.51%
1,075,193
+3,958
35
$179M 0.5%
1,124,012
+116,936
36
$179M 0.5%
740,882
+24,548
37
$179M 0.5%
758,205
+15,861
38
$175M 0.49%
1,580,337
+125,805
39
$173M 0.49%
2,138,200
+224,626
40
$173M 0.49%
1,555,015
+358,080
41
$167M 0.47%
1,237,815
+93,687
42
$166M 0.47%
2,822,600
+90,800
43
$165M 0.47%
1,868,407
+341,634
44
$164M 0.46%
5,052,459
-16,869
45
$164M 0.46%
931,474
+80,573
46
$162M 0.46%
852,734
+37,580
47
$156M 0.44%
569,403
-4,437
48
$155M 0.44%
775,144
+20,304
49
$155M 0.44%
1,457,172
-59,186
50
$150M 0.42%
908,980
+10,901
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