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
801
$5.19M 0.01%
247,623
+36,305
802
$5.19M 0.01%
72,672
+650
803
$5.19M 0.01%
270,802
-3,474
804
$5.14M 0.01%
88,816
-600
805
$5.14M 0.01%
393,356
+252,020
806
$5.13M 0.01%
423,944
+6,048
807
$5.09M 0.01%
75,824
+9,594
808
$5.08M 0.01%
101,300
+7,963
809
$5.05M 0.01%
176,122
-14,580
810
$5.04M 0.01%
99,692
+1,404
811
$5.04M 0.01%
97,893
-21,293
812
$5.04M 0.01%
164,201
+40,332
813
$5.03M 0.01%
52,819
+15,601
814
$5.03M 0.01%
236,228
-273
815
$5.03M 0.01%
131,990
-114,896
816
$5.02M 0.01%
154,823
+102,131
817
$5.01M 0.01%
96,815
-2,669
818
$5.01M 0.01%
225,904
+10,785
819
$5.01M 0.01%
43,910
820
$5.01M 0.01%
38,586
+5,250
821
$4.96M 0.01%
175,660
+16,877
822
$4.92M 0.01%
145,557
823
$4.92M 0.01%
66,022
-2,709
824
$4.92M 0.01%
144,943
+731
825
$4.91M 0.01%
156,509
-115,889
31 32
33
34 35