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
1276
$1.88M 0.01%
+59,875
1277
$1.87M 0.01%
63,764
+5,291
1278
$1.87M 0.01%
+79,383
1279
$1.86M 0.01%
98,915
+8,251
1280
$1.86M 0.01%
104,273
+23,785
1281
$1.86M 0.01%
41,444
-122,784
1282
$1.86M 0.01%
28,408
-402
1283
$1.85M 0.01%
33,857
-8,478
1284
$1.85M 0.01%
17,843
1285
$1.84M 0.01%
12,142
+6,145
1286
$1.84M 0.01%
135,175
-5,021
1287
$1.84M 0.01%
316,327
-71,905
1288
$1.84M 0.01%
36,682
+5,865
1289
$1.83M 0.01%
60,018
+48,036
1290
$1.83M 0.01%
123,193
-88,718
1291
$1.83M 0.01%
37,621
+996
1292
$1.83M 0.01%
29,694
+298
1293
$1.82M 0.01%
145,587
+3,743
1294
$1.82M 0.01%
51,205
+6,254
1295
$1.81M 0.01%
88,097
+3,265
1296
$1.81M 0.01%
39,287
+10,264
1297
$1.8M 0.01%
28,981
+15,931
1298
$1.8M 0.01%
41,509
+21,545
1299
$1.8M 0.01%
+127,701
1300
$1.8M 0.01%
14,109
+844
50 51
52
53 54