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
1101
$2.63M 0.01%
149,267
+34,330
1102
$2.63M 0.01%
144,468
+60,559
1103
$2.62M 0.01%
77,744
+9,972
1104
$2.61M 0.01%
8,124
+2,301
1105
$2.6M 0.01%
174,407
-240
1106
$2.6M 0.01%
47,132
+9,307
1107
$2.6M 0.01%
40,859
+31,491
1108
$2.59M 0.01%
118,705
-17,130
1109
$2.59M 0.01%
214,079
-48,072
1110
$2.57M 0.01%
43,758
+7,748
1111
$2.57M 0.01%
1,304,193
+111,793
1112
$2.55M 0.01%
70,446
-999
1113
$2.54M 0.01%
48,349
-10,548
1114
$2.54M 0.01%
21,838
+5,245
1115
$2.54M 0.01%
795,095
+401,490
1116
$2.53M 0.01%
34,461
-2,039
1117
$2.53M 0.01%
43,000
1118
$2.53M 0.01%
+75,960
1119
$2.53M 0.01%
75,450
+55,267
1120
$2.53M 0.01%
33,776
-1,710
1121
$2.52M 0.01%
27,964
+1,416
1122
$2.52M 0.01%
50,199
-46,696
1123
$2.52M 0.01%
55,213
-2,589
1124
$2.52M 0.01%
36,999
+5,844
1125
$2.51M 0.01%
65,479
+38,534
43 44
45
46 47