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
1126
$2.51M 0.01%
45,445
+36,274
1127
$2.51M 0.01%
2,716
-78
1128
$2.51M 0.01%
14,165
+1,847
1129
$2.5M 0.01%
30,458
+5,043
1130
$2.5M 0.01%
52,282
-4,374
1131
$2.5M 0.01%
43,928
+581
1132
$2.49M 0.01%
174,000
1133
$2.49M 0.01%
172,495
+80,725
1134
$2.47M 0.01%
81,473
+29,005
1135
$2.46M 0.01%
43,230
+21,976
1136
$2.46M 0.01%
42,710
+1,738
1137
$2.46M 0.01%
61,104
+4,768
1138
$2.46M 0.01%
56,635
-3,217
1139
$2.46M 0.01%
146,170
+16,120
1140
$2.45M 0.01%
144,569
+19,266
1141
$2.44M 0.01%
25,801
-68,620
1142
$2.44M 0.01%
133,958
+40,666
1143
$2.44M 0.01%
84,312
-2,180
1144
$2.43M 0.01%
99,318
+1,104
1145
$2.43M 0.01%
150,586
+4,999
1146
$2.42M 0.01%
23,997
+3,691
1147
$2.41M 0.01%
75,519
+3,783
1148
$2.4M 0.01%
198,375
-3,037
1149
$2.39M 0.01%
39,280
+3,326
1150
$2.39M 0.01%
463,832
+426,281
44 45
46
47 48