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
876
$4.23M 0.01%
59,908
-1,496
877
$4.23M 0.01%
105,399
-48,827
878
$4.22M 0.01%
+107,616
879
$4.22M 0.01%
164,654
+13,237
880
$4.21M 0.01%
307,262
-22,183
881
$4.2M 0.01%
47,531
-4,339
882
$4.2M 0.01%
239,075
-5,172
883
$4.19M 0.01%
277,499
+19,007
884
$4.16M 0.01%
166,911
+33,096
885
$4.16M 0.01%
55,220
+2,270
886
$4.16M 0.01%
150,090
-21,585
887
$4.16M 0.01%
154,960
+93,463
888
$4.13M 0.01%
128,156
+71,870
889
$4.12M 0.01%
136,611
-2,922
890
$4.11M 0.01%
428,331
-6,262
891
$4.11M 0.01%
33,859
+7,542
892
$4.1M 0.01%
24,355
-4,906
893
$4.1M 0.01%
+201,518
894
$4.08M 0.01%
137,346
+51,244
895
$4.08M 0.01%
59,431
-10,379
896
$4.08M 0.01%
75,706
+27,250
897
$4.08M 0.01%
107,415
-6,394
898
$4.08M 0.01%
263,921
-29,593
899
$4.07M 0.01%
76,631
-6,435
900
$4.05M 0.01%
172,215
+6,473
34 35
36
37 38