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
726
$6.06M 0.02%
239,857
+40,606
727
$6.04M 0.02%
65,756
-87,788
728
$6.01M 0.02%
141,654
+36,415
729
$6M 0.02%
37,684
-54,474
730
$5.97M 0.02%
27,387
+1,284
731
$5.97M 0.02%
203,266
+4,802
732
$5.96M 0.02%
93,360
-670
733
$5.94M 0.02%
32,752
-48,872
734
$5.89M 0.02%
19,489
-59,864
735
$5.88M 0.02%
56,901
+3,238
736
$5.88M 0.02%
61,153
-54,835
737
$5.87M 0.02%
251,738
-100
738
$5.87M 0.02%
216,212
+41,820
739
$5.86M 0.02%
92,727
+1,154
740
$5.86M 0.02%
45,783
+46
741
$5.85M 0.02%
222,107
+8,038
742
$5.83M 0.02%
106,820
-192,342
743
$5.83M 0.02%
347,936
+17,748
744
$5.82M 0.02%
162,410
+4,296
745
$5.82M 0.02%
42,166
-1,159
746
$5.8M 0.02%
50,287
+23,760
747
$5.8M 0.02%
42,344
-15,363
748
$5.79M 0.02%
58,482
+4,101
749
$5.79M 0.02%
511,780
-43,674
750
$5.78M 0.02%
153,938
-24,167
28 29
30
31 32