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
951
$3.69M 0.01%
59,672
-77,719
952
$3.67M 0.01%
68,011
+1,457
953
$3.67M 0.01%
202,552
-80,497
954
$3.66M 0.01%
134,769
-6,280
955
$3.64M 0.01%
107,717
-2,532
956
$3.62M 0.01%
72,664
+19,225
957
$3.62M 0.01%
93,798
+494
958
$3.62M 0.01%
172,690
-333
959
$3.61M 0.01%
342,905
+25,631
960
$3.6M 0.01%
5,793
+479
961
$3.6M 0.01%
191,074
-24,176
962
$3.59M 0.01%
188,626
-14,823
963
$3.55M 0.01%
80,953
+29,890
964
$3.55M 0.01%
229,775
-251,838
965
$3.55M 0.01%
65,272
+14,003
966
$3.54M 0.01%
98,125
+15,657
967
$3.52M 0.01%
170,120
-5,946
968
$3.51M 0.01%
33,774
+1,515
969
$3.51M 0.01%
91,536
-7,953
970
$3.5M 0.01%
7,714
+4,039
971
$3.49M 0.01%
77,762
+40,012
972
$3.48M 0.01%
54,281
-51,160
973
$3.47M 0.01%
105,006
+40,980
974
$3.47M 0.01%
303,044
-989,970
975
$3.46M 0.01%
140,596
+99,792
37 38
39
40 41