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
551
$9.63M 0.03%
104,938
+1,806
552
$9.63M 0.03%
55,780
-2,372
553
$9.62M 0.03%
761,010
+157,185
554
$9.52M 0.03%
180,980
+1,368
555
$9.49M 0.03%
131,999
+11,497
556
$9.49M 0.03%
451,970
+281,421
557
$9.43M 0.03%
195,906
+627
558
$9.43M 0.03%
233,312
-129,222
559
$9.43M 0.03%
378,359
+263,846
560
$9.42M 0.03%
128,618
-28,961
561
$9.38M 0.03%
108,102
-6,793
562
$9.23M 0.03%
413,894
+91,242
563
$9.19M 0.03%
70,053
+3,899
564
$9.17M 0.03%
473,013
+55,488
565
$9.17M 0.03%
181,245
-5,434
566
$9.15M 0.03%
127,729
-43,854
567
$9.15M 0.03%
282,931
-7,368
568
$9.15M 0.03%
164,033
+10,374
569
$9.15M 0.03%
92,170
-33,769
570
$9.1M 0.03%
205,607
+11,361
571
$9.09M 0.03%
385,676
-175,008
572
$9.09M 0.03%
237,690
+16,858
573
$9.06M 0.03%
486,241
+2,785
574
$8.98M 0.03%
77,596
-59,661
575
$8.97M 0.03%
1,340,280
-300,407
21 22
23
24 25