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
101
$92.7M 0.26%
1,094,034
-29,588
102
$91.5M 0.26%
743,338
-1,492,902
103
$91.5M 0.26%
1,285,394
-51,809
104
$91.1M 0.26%
2,404,635
+139,910
105
$90.7M 0.26%
1,361,067
+281,174
106
$90.7M 0.26%
853,850
+119,624
107
$90M 0.25%
2,796,319
-2,504,678
108
$89.9M 0.25%
1,639,476
+623,880
109
$87.9M 0.25%
292,155
+37,148
110
$85.6M 0.24%
1,553,670
+46,584
111
$83.6M 0.24%
1,551,810
+29,954
112
$83.5M 0.24%
1,019,950
+55,648
113
$83.5M 0.24%
1,063,908
+584,960
114
$82.4M 0.23%
706,797
+113,370
115
$81.7M 0.23%
1,693,978
-88,092
116
$81.6M 0.23%
970,581
+45,680
117
$81.3M 0.23%
684,372
+10,222
118
$80.4M 0.23%
2,287,079
-20,752
119
$80.3M 0.23%
1,590,424
+42,452
120
$79.8M 0.23%
559,051
-1,331
121
$79.3M 0.22%
1,027,289
-13,129
122
$79.2M 0.22%
1,113,442
+120,836
123
$79.2M 0.22%
1,806,563
-19,923
124
$78.9M 0.22%
277,083
+86,401
125
$78.5M 0.22%
1,206,569
-58,368
3 4
5
6 7