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
501
$11.1M 0.03%
242,654
-5,338
502
$11M 0.03%
567,312
+68,736
503
$11M 0.03%
204,499
-13,146
504
$11M 0.03%
634,491
+190,813
505
$11M 0.03%
215,530
+13,898
506
$10.9M 0.03%
81,078
+13,263
507
$10.9M 0.03%
198,801
+34,723
508
$10.9M 0.03%
286,578
+76,050
509
$10.8M 0.03%
74,492
-18,163
510
$10.7M 0.03%
530,000
+2,000
511
$10.7M 0.03%
208,191
-229
512
$10.7M 0.03%
136,433
+21,673
513
$10.7M 0.03%
43,520
+14,867
514
$10.7M 0.03%
190,231
+38,111
515
$10.7M 0.03%
266,757
+25,740
516
$10.5M 0.03%
209,754
-35,852
517
$10.5M 0.03%
115,999
+109,789
518
$10.5M 0.03%
140,532
+14,824
519
$10.5M 0.03%
75,770
+4,861
520
$10.5M 0.03%
154,688
-19,982
521
$10.5M 0.03%
259,818
-7,848
522
$10.4M 0.03%
+315,227
523
$10.4M 0.03%
129,259
+39,432
524
$10.3M 0.03%
196,646
-44,753
525
$10.3M 0.03%
226,907
+3,158
19 20
21
22 23