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
51
$146M 0.41%
2,827,038
+107,500
52
$145M 0.41%
545,752
+25,915
53
$142M 0.4%
851,086
-36,800
54
$142M 0.4%
1,014,241
+113,332
55
$140M 0.4%
2,892,736
+254,420
56
$136M 0.38%
1,060,831
+26,624
57
$135M 0.38%
2,535,012
+98,023
58
$135M 0.38%
849,831
+53,063
59
$131M 0.37%
1,445,997
+314,856
60
$130M 0.37%
1,903,876
+135,749
61
$130M 0.37%
4,692,708
+88,848
62
$127M 0.36%
2,145,773
+101,675
63
$127M 0.36%
2,627,467
+38,517
64
$126M 0.36%
1,205,847
+42,894
65
$124M 0.35%
717,458
+50,179
66
$122M 0.34%
4,049,920
+288,460
67
$122M 0.34%
671,361
+72,038
68
$119M 0.34%
2,809,213
-109,935
69
$119M 0.34%
1,090,001
+403,121
70
$117M 0.33%
1,091,736
+172,570
71
$116M 0.33%
1,562,481
+172,820
72
$111M 0.31%
735,563
-63,386
73
$110M 0.31%
888,356
+38,257
74
$109M 0.31%
416,822
-44,335
75
$108M 0.3%
2,058,344
+1,985,352
1 2
3
4 5