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
751
$5.77M 0.02%
368,422
-962
752
$5.77M 0.02%
174,233
+14,506
753
$5.77M 0.02%
140,435
-2,533
754
$5.75M 0.02%
404,145
755
$5.74M 0.02%
138,270
+37,677
756
$5.73M 0.02%
115,439
-16,076
757
$5.72M 0.02%
115,014
+7,586
758
$5.71M 0.02%
126,963
+1,920
759
$5.7M 0.02%
50,278
+9,562
760
$5.68M 0.02%
225,436
+17,903
761
$5.64M 0.02%
42,528
+4,528
762
$5.64M 0.02%
99,211
+977
763
$5.64M 0.02%
115,571
+10,542
764
$5.63M 0.02%
43,832
-608
765
$5.63M 0.02%
2,116,607
766
$5.63M 0.02%
4,134
+1,571
767
$5.62M 0.02%
94,478
-42,086
768
$5.61M 0.02%
95,236
-38,170
769
$5.6M 0.02%
51,254
-86
770
$5.59M 0.02%
205,508
+1,370
771
$5.58M 0.02%
97,684
+8,292
772
$5.57M 0.02%
125,122
+7,377
773
$5.57M 0.02%
79,876
+6,281
774
$5.56M 0.02%
375,387
+9,947
775
$5.56M 0.02%
134,053
-182,361
29 30
31
32 33