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
976
$3.45M 0.01%
81,380
+282
977
$3.44M 0.01%
97,499
+19,826
978
$3.43M 0.01%
18,474
+1,464
979
$3.43M 0.01%
287,813
-182,176
980
$3.42M 0.01%
420,733
-23,622
981
$3.42M 0.01%
90,518
+17,697
982
$3.4M 0.01%
237,095
-35,465
983
$3.39M 0.01%
130,329
+12,797
984
$3.38M 0.01%
12,514
+1,116
985
$3.36M 0.01%
37,840
+1,563
986
$3.35M 0.01%
124,305
-11,875
987
$3.34M 0.01%
61,474
-14,044
988
$3.34M 0.01%
23,424
-640
989
$3.33M 0.01%
194,798
+7,221
990
$3.33M 0.01%
13,597
+2,516
991
$3.33M 0.01%
43,318
+1,132
992
$3.3M 0.01%
65,751
-5,757
993
$3.29M 0.01%
36,286
-44,188
994
$3.27M 0.01%
77,731
-3,417
995
$3.25M 0.01%
29,648
+5,872
996
$3.25M 0.01%
25,520
+19,521
997
$3.24M 0.01%
107,328
+22,072
998
$3.24M 0.01%
66,171
-5,766
999
$3.21M 0.01%
209,332
+16,059
1000
$3.21M 0.01%
102,398
-6,074
38 39
40
41 42