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
1051
$2.9M 0.01%
63,448
-4,198
1052
$2.9M 0.01%
95,810
+42,404
1053
$2.9M 0.01%
4,734
+3,729
1054
$2.89M 0.01%
54,025
+16,060
1055
$2.89M 0.01%
48,715
+34,881
1056
$2.88M 0.01%
20,853
+14,172
1057
$2.88M 0.01%
42,077
+1,711
1058
$2.88M 0.01%
128,150
+30,609
1059
$2.88M 0.01%
148,351
-5,187
1060
$2.87M 0.01%
66,259
+7,547
1061
$2.87M 0.01%
94,134
+6,999
1062
$2.86M 0.01%
118,066
+1,724
1063
$2.86M 0.01%
370,065
-32,425
1064
$2.85M 0.01%
497,219
+12,292
1065
$2.85M 0.01%
60,877
+12,008
1066
$2.84M 0.01%
215,682
+9,410
1067
$2.84M 0.01%
71,310
+24,525
1068
$2.84M 0.01%
39,323
+6,879
1069
$2.83M 0.01%
75,314
+2,551
1070
$2.83M 0.01%
89,289
+18,679
1071
$2.83M 0.01%
60,014
-1,332
1072
$2.8M 0.01%
198,130
+6,210
1073
$2.79M 0.01%
82,700
+16,500
1074
$2.78M 0.01%
35,030
-3,138
1075
$2.78M 0.01%
57,300
+696
41 42
43
44 45