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
601
$8.48M 0.02%
70,903
-85,010
602
$8.46M 0.02%
187,742
+12,596
603
$8.43M 0.02%
133,750
+18,640
604
$8.38M 0.02%
51,109
+19,470
605
$8.37M 0.02%
168,912
+9,809
606
$8.3M 0.02%
587,615
+8,648
607
$8.27M 0.02%
285,532
+9,420
608
$8.25M 0.02%
62,012
+4,380
609
$8.24M 0.02%
78,374
+1,983
610
$8.23M 0.02%
95,832
-1,038
611
$8.23M 0.02%
67,413
+938
612
$8.15M 0.02%
6,302
+689
613
$8.14M 0.02%
75,579
+11,991
614
$8.13M 0.02%
182,585
-7,399
615
$8.11M 0.02%
349,512
-1,219
616
$8.06M 0.02%
213,061
+17,586
617
$8.04M 0.02%
157,910
+70,406
618
$8.03M 0.02%
136,119
-61,354
619
$8.03M 0.02%
39,999
-4,458
620
$8.01M 0.02%
387,430
-1,510
621
$7.98M 0.02%
67,720
+13,089
622
$7.98M 0.02%
322,463
+39,848
623
$7.92M 0.02%
139,836
-5,965
624
$7.91M 0.02%
467,653
+96,065
625
$7.85M 0.02%
50,130
-9,438
23 24
25
26 27