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
526
$10.3M 0.03%
205,621
-609
527
$10.2M 0.03%
80,462
+2,829
528
$10.2M 0.03%
404,003
+187,389
529
$10.1M 0.03%
113,513
+3,868
530
$10.1M 0.03%
60,683
-162,173
531
$10.1M 0.03%
383,185
+113,451
532
$10.1M 0.03%
309,097
+24,421
533
$10.1M 0.03%
+260,052
534
$10.1M 0.03%
275,893
-1,980
535
$10.1M 0.03%
50,510
+5,470
536
$10.1M 0.03%
+198,008
537
$10M 0.03%
788,391
+240,969
538
$10M 0.03%
518,919
+2,312
539
$10M 0.03%
220,566
+71,595
540
$9.95M 0.03%
131,403
+7,150
541
$9.94M 0.03%
83,919
+19,103
542
$9.92M 0.03%
75,194
+15,560
543
$9.92M 0.03%
151,715
+147,257
544
$9.89M 0.03%
169,325
+14,164
545
$9.86M 0.03%
93,975
-3,924
546
$9.81M 0.03%
41,168
-13,967
547
$9.73M 0.03%
686,350
+46,650
548
$9.69M 0.03%
751,057
+27,213
549
$9.69M 0.03%
105,801
-12,327
550
$9.68M 0.03%
75,565
+7,509
20 21
22
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