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
1401
$1.51M ﹤0.01%
16,806
+1,064
1402
$1.51M ﹤0.01%
48,914
-6,442
1403
$1.51M ﹤0.01%
67,800
-6,812
1404
$1.5M ﹤0.01%
57,985
-12,951
1405
$1.5M ﹤0.01%
104,596
-23,808
1406
$1.5M ﹤0.01%
61,291
+330
1407
$1.49M ﹤0.01%
22,540
-530
1408
$1.49M ﹤0.01%
32,797
+3,320
1409
$1.49M ﹤0.01%
160,878
+70,599
1410
$1.49M ﹤0.01%
5,763
+729
1411
$1.49M ﹤0.01%
124,559
+46,854
1412
$1.49M ﹤0.01%
13,388
+4,158
1413
$1.49M ﹤0.01%
12,621
+97
1414
$1.49M ﹤0.01%
31,988
+6,720
1415
$1.49M ﹤0.01%
155,243
+13,530
1416
$1.49M ﹤0.01%
57,745
-5,175
1417
$1.48M ﹤0.01%
45,044
-2,347
1418
$1.48M ﹤0.01%
136,774
-4,072
1419
$1.47M ﹤0.01%
158,568
+106,528
1420
$1.47M ﹤0.01%
20,561
-1,151
1421
$1.47M ﹤0.01%
178,025
+7,618
1422
$1.47M ﹤0.01%
25,964
+19,289
1423
$1.46M ﹤0.01%
89,531
-13,330
1424
$1.46M ﹤0.01%
110,576
+84,285
1425
$1.45M ﹤0.01%
21,971
+1,634
55 56
57
58 59