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
1301
$1.8M 0.01%
162,347
+19,503
1302
$1.78M 0.01%
170,310
-9,436
1303
$1.78M 0.01%
29,216
+3,123
1304
$1.78M 0.01%
150,025
-7,467
1305
$1.78M 0.01%
69,955
+34,830
1306
$1.77M 0.01%
66,813
1307
$1.77M 0.01%
61,344
+355
1308
$1.77M 0.01%
92,120
+20,556
1309
$1.77M 0.01%
148,575
+10,005
1310
$1.77M 0.01%
31,144
+25,394
1311
$1.76M 0.01%
47,433
+21,546
1312
$1.76M 0.01%
153,901
+8,079
1313
$1.76M 0.01%
98,149
-6,122
1314
$1.75M ﹤0.01%
45,225
-2,525
1315
$1.75M ﹤0.01%
65,000
1316
$1.74M ﹤0.01%
78,737
+3,461
1317
$1.74M ﹤0.01%
23,771
+8,170
1318
$1.74M ﹤0.01%
15,994
-6,906
1319
$1.74M ﹤0.01%
29,142
+13,230
1320
$1.74M ﹤0.01%
53,708
+12,971
1321
$1.73M ﹤0.01%
35,167
+13,244
1322
$1.73M ﹤0.01%
52,079
+19,264
1323
$1.72M ﹤0.01%
57,334
+243
1324
$1.72M ﹤0.01%
17,388
-726
1325
$1.72M ﹤0.01%
19,178
-25,190
51 52
53
54 55