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
1226
$2.05M 0.01%
29,588
-529
1227
$2.05M 0.01%
78,386
+36,721
1228
$2.05M 0.01%
275,917
+12,246
1229
$2.04M 0.01%
34,793
+17,325
1230
$2.04M 0.01%
60,060
+2,948
1231
$2.03M 0.01%
26,878
-169
1232
$2.01M 0.01%
+69,466
1233
$2.01M 0.01%
19,591
+4,235
1234
$2M 0.01%
55,854
-1,982
1235
$2M 0.01%
15,827
-58,501
1236
$2M 0.01%
71,476
-15,617
1237
$2M 0.01%
24,880
-54,193
1238
$1.99M 0.01%
88,201
+37,979
1239
$1.99M 0.01%
16,640
-6,241
1240
$1.99M 0.01%
50,135
+3,407
1241
$1.99M 0.01%
41,019
+3,450
1242
$1.98M 0.01%
64,769
+1,901
1243
$1.98M 0.01%
935
+78
1244
$1.98M 0.01%
89,725
+7,680
1245
$1.97M 0.01%
81,784
-31,129
1246
$1.97M 0.01%
56,298
-10,576
1247
$1.96M 0.01%
44,729
+34,174
1248
$1.96M 0.01%
81,532
+43,905
1249
$1.96M 0.01%
67,531
-7,854
1250
$1.96M 0.01%
23,472
+3,431
48 49
50
51 52