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
926
$3.88M 0.01%
153,894
-5,907
927
$3.87M 0.01%
17,290
+2,667
928
$3.84M 0.01%
120,453
+23,823
929
$3.84M 0.01%
43,400
-72,088
930
$3.83M 0.01%
19,183
+274
931
$3.83M 0.01%
259,760
+86
932
$3.83M 0.01%
31,067
-1,461
933
$3.82M 0.01%
159,647
-469
934
$3.82M 0.01%
339,783
+736
935
$3.81M 0.01%
134,225
-8,531
936
$3.81M 0.01%
75,222
-20,147
937
$3.79M 0.01%
41,935
+6,331
938
$3.77M 0.01%
108,053
+9,903
939
$3.77M 0.01%
273,225
+12,759
940
$3.76M 0.01%
4,836
+234
941
$3.75M 0.01%
75,285
-26,250
942
$3.72M 0.01%
53,247
-6,945
943
$3.72M 0.01%
136,681
-22,606
944
$3.71M 0.01%
117,610
+28,560
945
$3.71M 0.01%
12,772
-84
946
$3.7M 0.01%
434,340
-39,917
947
$3.7M 0.01%
234,548
-14,869
948
$3.69M 0.01%
18,124
+1,062
949
$3.69M 0.01%
25,481
+1,546
950
$3.69M 0.01%
29,077
-44,764
36 37
38
39 40