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
651
$7.32M 0.02%
134,320
+5,591
652
$7.25M 0.02%
49,317
+27,633
653
$7.23M 0.02%
85,039
+1,495
654
$7.22M 0.02%
38,197
+11,000
655
$7.21M 0.02%
77,335
-4,104
656
$7.18M 0.02%
354,899
+10,038
657
$7.16M 0.02%
67,832
+41,218
658
$7.14M 0.02%
50,841
-12,024
659
$7.14M 0.02%
60,701
+4,266
660
$7.13M 0.02%
133,884
+56,442
661
$7.12M 0.02%
338,672
-6,044
662
$7.1M 0.02%
134,663
+20
663
$7.03M 0.02%
144,238
+19,916
664
$7.02M 0.02%
115,772
+16,559
665
$7.01M 0.02%
90,554
+2,413
666
$7M 0.02%
483,205
+254,418
667
$6.98M 0.02%
82,061
-2,419
668
$6.96M 0.02%
6,967
+1,667
669
$6.94M 0.02%
354,275
+49,903
670
$6.94M 0.02%
209,321
+168,096
671
$6.93M 0.02%
19,911
+9,358
672
$6.92M 0.02%
100,636
-68,859
673
$6.9M 0.02%
309,310
+26,762
674
$6.88M 0.02%
363,026
-205,240
675
$6.84M 0.02%
92,296
+64
25 26
27
28 29