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
851
$4.55M 0.01%
95,456
+8,620
852
$4.54M 0.01%
59,838
-12,025
853
$4.53M 0.01%
249,859
-57,586
854
$4.53M 0.01%
25,080
-18,432
855
$4.51M 0.01%
364,093
-38,003
856
$4.47M 0.01%
409,637
-3,219
857
$4.46M 0.01%
93,680
-1,344
858
$4.42M 0.01%
79,279
-1,571
859
$4.42M 0.01%
97,296
-9,146
860
$4.4M 0.01%
106,263
+3,144
861
$4.39M 0.01%
76,375
+719
862
$4.38M 0.01%
124,381
863
$4.38M 0.01%
224,164
-386,359
864
$4.35M 0.01%
42,193
-3,865
865
$4.34M 0.01%
91,655
-47,462
866
$4.33M 0.01%
99,899
-7,201
867
$4.33M 0.01%
43,225
+1,716
868
$4.33M 0.01%
108,460
+22,079
869
$4.33M 0.01%
613,619
+25,854
870
$4.31M 0.01%
49,482
+19,609
871
$4.3M 0.01%
36,022
+1,496
872
$4.29M 0.01%
75,028
+22,980
873
$4.28M 0.01%
44,169
+5,255
874
$4.27M 0.01%
99,694
+8,160
875
$4.26M 0.01%
65,410
-464
33 34
35
36 37