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
1376
$1.58M ﹤0.01%
12,763
+781
1377
$1.58M ﹤0.01%
69,443
+18,079
1378
$1.58M ﹤0.01%
85,291
+33,878
1379
$1.57M ﹤0.01%
122,284
+13,570
1380
$1.57M ﹤0.01%
12,918
-3,499
1381
$1.57M ﹤0.01%
105,942
-29,656
1382
$1.57M ﹤0.01%
37,185
+2,065
1383
$1.56M ﹤0.01%
92,524
-11,153
1384
$1.56M ﹤0.01%
109,468
+10,800
1385
$1.56M ﹤0.01%
40,829
+5,506
1386
$1.56M ﹤0.01%
99,110
+559
1387
$1.56M ﹤0.01%
71,789
+43,528
1388
$1.55M ﹤0.01%
43,334
-24,936
1389
$1.55M ﹤0.01%
21,204
+1,280
1390
$1.55M ﹤0.01%
71,948
-5,272
1391
$1.55M ﹤0.01%
12,184
+5,417
1392
$1.55M ﹤0.01%
10,893
+1,076
1393
$1.55M ﹤0.01%
10,770
-2,961
1394
$1.54M ﹤0.01%
35,425
-2,908
1395
$1.54M ﹤0.01%
33,442
+18,262
1396
$1.54M ﹤0.01%
57,837
+156
1397
$1.53M ﹤0.01%
49,341
-19,355
1398
$1.53M ﹤0.01%
27,013
+6,572
1399
$1.52M ﹤0.01%
44,399
+22,343
1400
$1.52M ﹤0.01%
33,067
+2,581
54 55
56
57 58