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
1151
$2.39M 0.01%
344,770
-23,114
1152
$2.38M 0.01%
29,791
-942
1153
$2.37M 0.01%
82,776
+6,264
1154
$2.37M 0.01%
155,788
+28,974
1155
$2.35M 0.01%
50,021
+12,273
1156
$2.35M 0.01%
96,313
-7,835
1157
$2.35M 0.01%
39,376
-8,246
1158
$2.34M 0.01%
68,637
+4,823
1159
$2.34M 0.01%
269,041
+84,694
1160
$2.33M 0.01%
59,192
+7,034
1161
$2.32M 0.01%
24,854
+12,731
1162
$2.32M 0.01%
27,979
+13,042
1163
$2.31M 0.01%
21,853
+15,910
1164
$2.31M 0.01%
35,941
-52,914
1165
$2.3M 0.01%
91,392
+31,121
1166
$2.29M 0.01%
92,285
+52,845
1167
$2.29M 0.01%
184,362
+52,464
1168
$2.29M 0.01%
52,710
-266
1169
$2.28M 0.01%
28,623
+4,700
1170
$2.27M 0.01%
323,255
-6,193
1171
$2.27M 0.01%
15,820
+36
1172
$2.26M 0.01%
113,757
+3,894
1173
$2.25M 0.01%
40,557
-1,008
1174
$2.25M 0.01%
7,874
+2,895
1175
$2.24M 0.01%
162,136
+4,684
45 46
47
48 49