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
1326
$1.72M ﹤0.01%
25,328
+1,082
1327
$1.72M ﹤0.01%
29,209
+4,929
1328
$1.71M ﹤0.01%
83,610
+34,535
1329
$1.71M ﹤0.01%
160,164
+9,051
1330
$1.71M ﹤0.01%
77,865
+31,177
1331
$1.71M ﹤0.01%
110,201
+2,333
1332
$1.7M ﹤0.01%
59,646
-2,214
1333
$1.7M ﹤0.01%
58,603
-7,657
1334
$1.7M ﹤0.01%
165,000
1335
$1.7M ﹤0.01%
58,620
-24,281
1336
$1.7M ﹤0.01%
+53,567
1337
$1.7M ﹤0.01%
+53,174
1338
$1.69M ﹤0.01%
51,499
+35,774
1339
$1.69M ﹤0.01%
3,927
-41
1340
$1.69M ﹤0.01%
23,853
+976
1341
$1.69M ﹤0.01%
129,015
-75,708
1342
$1.68M ﹤0.01%
17,268
+4,948
1343
$1.68M ﹤0.01%
41,720
-245
1344
$1.68M ﹤0.01%
30,958
+7,092
1345
$1.68M ﹤0.01%
60,137
+4,723
1346
$1.68M ﹤0.01%
34,045
+1,701
1347
$1.67M ﹤0.01%
123,000
-40,000
1348
$1.67M ﹤0.01%
35,421
+2,995
1349
$1.67M ﹤0.01%
66,281
+33,634
1350
$1.66M ﹤0.01%
+4,007
52 53
54
55 56