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
1251
$1.96M 0.01%
44,208
+2,191
1252
$1.96M 0.01%
82,596
-7,800
1253
$1.95M 0.01%
83,096
+997
1254
$1.95M 0.01%
71,001
+21,358
1255
$1.95M 0.01%
36,426
+2,056
1256
$1.95M 0.01%
105,093
+29,829
1257
$1.95M 0.01%
16,066
+463
1258
$1.95M 0.01%
14,101
+8,682
1259
$1.94M 0.01%
293,962
-44,863
1260
$1.94M 0.01%
72,653
-5,198
1261
$1.94M 0.01%
23,410
+5,643
1262
$1.94M 0.01%
156,666
+30,526
1263
$1.94M 0.01%
39,127
+4,862
1264
$1.93M 0.01%
31,825
+27,664
1265
$1.92M 0.01%
27,091
+10,758
1266
$1.92M 0.01%
98,320
-4,584
1267
$1.92M 0.01%
73,309
-63,182
1268
$1.91M 0.01%
797,413
-110,620
1269
$1.9M 0.01%
44,068
+1,483
1270
$1.9M 0.01%
32,325
+988
1271
$1.9M 0.01%
24,578
+43
1272
$1.89M 0.01%
53,898
-1,570
1273
$1.89M 0.01%
15,296
+467
1274
$1.89M 0.01%
40,326
+14,804
1275
$1.88M 0.01%
36,677
+395
49 50
51
52 53