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
626
$7.83M 0.02%
565,632
+21,031
627
$7.82M 0.02%
270,281
-18,135
628
$7.8M 0.02%
62,862
+4,216
629
$7.77M 0.02%
99,735
-39,256
630
$7.74M 0.02%
271,932
+16,339
631
$7.74M 0.02%
216,063
+10,607
632
$7.73M 0.02%
94,108
+6,453
633
$7.73M 0.02%
367,355
+558
634
$7.71M 0.02%
85,154
-2,832
635
$7.65M 0.02%
148,038
+15,270
636
$7.63M 0.02%
143,166
+3,805
637
$7.62M 0.02%
248,065
-37,558
638
$7.59M 0.02%
269,541
+260,593
639
$7.59M 0.02%
63,589
-43,505
640
$7.55M 0.02%
63,331
+15,171
641
$7.55M 0.02%
92,159
-11,078
642
$7.53M 0.02%
75,430
+6,698
643
$7.5M 0.02%
39,972
-49,981
644
$7.49M 0.02%
151,269
+17,430
645
$7.44M 0.02%
35,587
+1,748
646
$7.36M 0.02%
183,506
+4,919
647
$7.35M 0.02%
117,229
+13,800
648
$7.35M 0.02%
99,824
-134,969
649
$7.33M 0.02%
134,939
+58,847
650
$7.33M 0.02%
97,318
+20,515
24 25
26
27 28