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
1076
$2.77M 0.01%
78,552
+865
1077
$2.77M 0.01%
53,709
+17,955
1078
$2.76M 0.01%
66,642
+11,196
1079
$2.75M 0.01%
31,985
+3,356
1080
$2.75M 0.01%
238,848
-15,963
1081
$2.74M 0.01%
15,939
-3,700
1082
$2.74M 0.01%
59,440
+32,387
1083
$2.74M 0.01%
45,852
+1,296
1084
$2.72M 0.01%
135,201
-9,108
1085
$2.71M 0.01%
72,186
-19,935
1086
$2.71M 0.01%
111,753
+54,210
1087
$2.7M 0.01%
126,077
-9,861
1088
$2.7M 0.01%
34,307
+1,652
1089
$2.69M 0.01%
112,195
+992
1090
$2.69M 0.01%
102,000
1091
$2.68M 0.01%
38,798
+1,516
1092
$2.67M 0.01%
44,898
+10,816
1093
$2.67M 0.01%
42,249
+4,437
1094
$2.67M 0.01%
81,225
+4,372
1095
$2.64M 0.01%
91,629
-1,518
1096
$2.63M 0.01%
158,863
-16,340
1097
$2.63M 0.01%
36,687
-34,648
1098
$2.63M 0.01%
67,005
-3,249
1099
$2.63M 0.01%
119,678
-41,735
1100
$2.63M 0.01%
106,079
+777
42 43
44
45 46