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
701
$6.37M 0.02%
144,054
+8,517
702
$6.36M 0.02%
70,372
+25,012
703
$6.36M 0.02%
319,262
-69,533
704
$6.35M 0.02%
133,069
+4,271
705
$6.33M 0.02%
62,377
-349
706
$6.3M 0.02%
488,117
-59,777
707
$6.27M 0.02%
222,484
-93,946
708
$6.26M 0.02%
157,692
+8,234
709
$6.25M 0.02%
43,531
-10,896
710
$6.23M 0.02%
243,987
-3,525
711
$6.23M 0.02%
33,759
-72,092
712
$6.22M 0.02%
285,315
+7,095
713
$6.19M 0.02%
8,533
-3,075
714
$6.18M 0.02%
210,305
+101,128
715
$6.18M 0.02%
67,600
-2,954
716
$6.17M 0.02%
356,571
-17,345
717
$6.15M 0.02%
133,527
-2,322
718
$6.14M 0.02%
138,268
+42,544
719
$6.13M 0.02%
483,832
-262,977
720
$6.13M 0.02%
406,127
+50,370
721
$6.13M 0.02%
37,211
+1,460
722
$6.12M 0.02%
297,808
-4,026
723
$6.12M 0.02%
564,476
-175,148
724
$6.09M 0.02%
272,677
-710
725
$6.08M 0.02%
110,385
+24,133
27 28
29
30 31