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
1201
$2.15M 0.01%
+111,773
1202
$2.15M 0.01%
29,722
-23,370
1203
$2.14M 0.01%
27,243
-8,514
1204
$2.14M 0.01%
166,290
+44,246
1205
$2.13M 0.01%
25,369
+11,384
1206
$2.13M 0.01%
24,650
+2,247
1207
$2.13M 0.01%
94,393
+6,034
1208
$2.13M 0.01%
42,956
+2,680
1209
$2.13M 0.01%
17,434
+401
1210
$2.13M 0.01%
148,083
-6,556
1211
$2.11M 0.01%
24,273
+1,729
1212
$2.11M 0.01%
39,332
-51,766
1213
$2.1M 0.01%
79,652
-317
1214
$2.09M 0.01%
40,913
-584
1215
$2.08M 0.01%
74,709
-5,396
1216
$2.08M 0.01%
103,583
-1,607
1217
$2.07M 0.01%
467,655
-91,567
1218
$2.07M 0.01%
76,725
-3,721
1219
$2.06M 0.01%
229,412
+800
1220
$2.06M 0.01%
80,788
-2,515
1221
$2.06M 0.01%
61,396
-10,514
1222
$2.06M 0.01%
10,650
+8,698
1223
$2.05M 0.01%
40,973
+2,794
1224
$2.05M 0.01%
48,627
-824
1225
$2.05M 0.01%
33,011
-6,187
47 48
49
50 51