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
826
$4.89M 0.01%
126,111
+17,587
827
$4.88M 0.01%
193,277
-2,426
828
$4.88M 0.01%
313,596
-1,039
829
$4.86M 0.01%
207,670
-93,193
830
$4.83M 0.01%
66,208
-5,308
831
$4.81M 0.01%
98,707
-14,077
832
$4.8M 0.01%
85,380
-9,464
833
$4.77M 0.01%
149,017
+49,223
834
$4.73M 0.01%
19,180
+2,494
835
$4.72M 0.01%
59,894
+9,482
836
$4.71M 0.01%
3,608
+472
837
$4.71M 0.01%
70,576
+28,916
838
$4.67M 0.01%
79,672
-55,965
839
$4.67M 0.01%
8,965
-457
840
$4.67M 0.01%
87,260
-47,170
841
$4.66M 0.01%
195,766
+105,481
842
$4.66M 0.01%
552,145
-155,030
843
$4.66M 0.01%
136,573
+1,661
844
$4.66M 0.01%
99,730
-45,940
845
$4.65M 0.01%
33,636
+27,458
846
$4.63M 0.01%
145,611
-7,376
847
$4.61M 0.01%
186,335
-48,099
848
$4.59M 0.01%
98,572
+1,871
849
$4.58M 0.01%
202,029
+31,366
850
$4.55M 0.01%
91,459
+45,105
32 33
34
35 36