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
1001
$3.21M 0.01%
59,314
+4,644
1002
$3.21M 0.01%
92,167
-23,439
1003
$3.21M 0.01%
153,122
-2,977
1004
$3.2M 0.01%
90,221
-22
1005
$3.19M 0.01%
221,194
-19,266
1006
$3.17M 0.01%
24,492
+20,562
1007
$3.15M 0.01%
18,616
-140
1008
$3.15M 0.01%
78,700
-2,576
1009
$3.14M 0.01%
54,201
+5,119
1010
$3.14M 0.01%
62,415
+6,697
1011
$3.13M 0.01%
341,573
-56,298
1012
$3.13M 0.01%
89,915
+9,566
1013
$3.13M 0.01%
125,730
+12,475
1014
$3.12M 0.01%
145,242
+23,581
1015
$3.12M 0.01%
31,832
+6,607
1016
$3.11M 0.01%
52,165
+21,634
1017
$3.11M 0.01%
75,509
-8,636
1018
$3.1M 0.01%
41,158
+18,717
1019
$3.09M 0.01%
31,245
+10,100
1020
$3.07M 0.01%
65,938
+6,762
1021
$3.07M 0.01%
73,788
-4,519
1022
$3.06M 0.01%
37,581
-6,771
1023
$3.06M 0.01%
58,673
+20,670
1024
$3.06M 0.01%
7,033
-54
1025
$3.06M 0.01%
242,824
+1,148
39 40
41
42 43