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
1176
$2.24M 0.01%
33,566
+415
1177
$2.23M 0.01%
33,306
+13,114
1178
$2.23M 0.01%
21,105
-452
1179
$2.22M 0.01%
61,550
-67,776
1180
$2.2M 0.01%
186,145
+1,337
1181
$2.2M 0.01%
+121,349
1182
$2.18M 0.01%
12,848
-465
1183
$2.18M 0.01%
46,821
+26,421
1184
$2.18M 0.01%
53,372
+38,588
1185
$2.18M 0.01%
42,586
-1,222
1186
$2.18M 0.01%
+41,106
1187
$2.18M 0.01%
19,230
-1,080
1188
$2.17M 0.01%
44,941
+12,016
1189
$2.17M 0.01%
15,998
+6,489
1190
$2.17M 0.01%
221,241
-1,629
1191
$2.16M 0.01%
20,839
+6,827
1192
$2.16M 0.01%
69,820
+3,821
1193
$2.16M 0.01%
29,510
+1,926
1194
$2.16M 0.01%
225,306
-69,428
1195
$2.15M 0.01%
270,934
-598
1196
$2.15M 0.01%
61,137
-2,287
1197
$2.15M 0.01%
33,851
+19,554
1198
$2.15M 0.01%
89,454
+10,852
1199
$2.15M 0.01%
153,689
+11,744
1200
$2.15M 0.01%
106,977
-6,678
46 47
48
49 50