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
1426
$1.45M ﹤0.01%
51,769
-8,812
1427
$1.45M ﹤0.01%
15,456
-5,353
1428
$1.45M ﹤0.01%
40,600
-3,334
1429
$1.45M ﹤0.01%
45,428
-11,058
1430
$1.44M ﹤0.01%
110,000
1431
$1.44M ﹤0.01%
120,955
-25,745
1432
$1.44M ﹤0.01%
19,011
+10,686
1433
$1.44M ﹤0.01%
38,338
+12,042
1434
$1.44M ﹤0.01%
71,423
+11,212
1435
$1.43M ﹤0.01%
36,931
+4,134
1436
$1.43M ﹤0.01%
22,080
+17,614
1437
$1.43M ﹤0.01%
27,204
-4,992
1438
$1.43M ﹤0.01%
6,619
-2,373
1439
$1.43M ﹤0.01%
701
+228
1440
$1.43M ﹤0.01%
16,770
+277
1441
$1.42M ﹤0.01%
26,960
+3,030
1442
$1.42M ﹤0.01%
44,928
-29,476
1443
$1.42M ﹤0.01%
32,908
-313
1444
$1.42M ﹤0.01%
91,475
+18,569
1445
$1.42M ﹤0.01%
212,578
+11,121
1446
$1.42M ﹤0.01%
30,450
-963
1447
$1.42M ﹤0.01%
107,130
+14,910
1448
$1.42M ﹤0.01%
27,683
+509
1449
$1.41M ﹤0.01%
29,565
+8,238
1450
$1.41M ﹤0.01%
29,212
-2,685
56 57
58
59 60