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
576
$8.97M 0.03%
107,310
+75,923
577
$8.95M 0.03%
665,126
-22,402
578
$8.92M 0.03%
213,274
+68,586
579
$8.92M 0.03%
48,753
-52,064
580
$8.87M 0.03%
256,064
-7,684
581
$8.83M 0.02%
291,145
+571
582
$8.8M 0.02%
196,940
+1,309
583
$8.8M 0.02%
50,075
-25,116
584
$8.79M 0.02%
463,995
+35,696
585
$8.76M 0.02%
197,005
+28,473
586
$8.76M 0.02%
203,301
+7,179
587
$8.75M 0.02%
348,908
-39,720
588
$8.72M 0.02%
987,268
+206,576
589
$8.68M 0.02%
32,895
+3,031
590
$8.67M 0.02%
154,476
-59,303
591
$8.62M 0.02%
348,705
+11,371
592
$8.61M 0.02%
123,324
+14,947
593
$8.58M 0.02%
108,421
+14,926
594
$8.56M 0.02%
301,914
-181,417
595
$8.55M 0.02%
64,033
+1,088
596
$8.53M 0.02%
204,473
-110,588
597
$8.52M 0.02%
346,724
+34,438
598
$8.49M 0.02%
214,256
+9,386
599
$8.48M 0.02%
346,225
+17,022
600
$8.48M 0.02%
68,236
+62,614
22 23
24
25 26