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
1026
$3.06M 0.01%
62,107
+12,739
1027
$3.05M 0.01%
30,921
+754
1028
$3.04M 0.01%
19,278
+14,241
1029
$3.02M 0.01%
132,928
-172,417
1030
$3.02M 0.01%
12,745
-44
1031
$3.01M 0.01%
87,183
+1,661
1032
$3M 0.01%
107,299
+46,878
1033
$3M 0.01%
233,440
+4,827
1034
$3M 0.01%
37,739
+3,120
1035
$2.98M 0.01%
18,991
+1,786
1036
$2.98M 0.01%
44,264
-952
1037
$2.97M 0.01%
146,280
-11,231
1038
$2.97M 0.01%
22,707
+4,888
1039
$2.97M 0.01%
38,920
-53,834
1040
$2.96M 0.01%
39,707
+391
1041
$2.95M 0.01%
34,310
+18,490
1042
$2.95M 0.01%
36,294
+4,730
1043
$2.95M 0.01%
65,650
+502
1044
$2.95M 0.01%
157,965
-20,475
1045
$2.95M 0.01%
21,083
+3,503
1046
$2.94M 0.01%
17,420
+12,340
1047
$2.93M 0.01%
28,912
-752
1048
$2.92M 0.01%
99,806
+1,759
1049
$2.92M 0.01%
215,275
+37,554
1050
$2.92M 0.01%
11,595
+7,937
40 41
42
43 44