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
676
$6.82M 0.02%
231,372
+5,415
677
$6.81M 0.02%
89,126
+5,022
678
$6.78M 0.02%
72,162
-169
679
$6.75M 0.02%
56,888
+11,123
680
$6.74M 0.02%
82,629
+16,766
681
$6.71M 0.02%
159,505
+10,775
682
$6.7M 0.02%
269,004
-4,815
683
$6.67M 0.02%
135,333
-15,860
684
$6.67M 0.02%
107,398
+4,784
685
$6.65M 0.02%
230,347
+21,955
686
$6.59M 0.02%
178,394
+17,021
687
$6.56M 0.02%
217,319
+174,855
688
$6.53M 0.02%
30,054
-2,024
689
$6.53M 0.02%
59,280
+2,715
690
$6.52M 0.02%
29,333
-186
691
$6.52M 0.02%
94,440
+36,651
692
$6.49M 0.02%
168,006
+5,946
693
$6.48M 0.02%
326,730
+45,430
694
$6.48M 0.02%
74,328
+193
695
$6.45M 0.02%
129,001
+24,147
696
$6.42M 0.02%
473,678
-150,128
697
$6.41M 0.02%
228,722
-44,511
698
$6.41M 0.02%
39,640
+17,064
699
$6.4M 0.02%
108,704
-8,012
700
$6.39M 0.02%
135,847
-652
26 27
28
29 30