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
1451
$1.41M ﹤0.01%
55,058
-4,319
1452
$1.4M ﹤0.01%
39,127
+7,108
1453
$1.4M ﹤0.01%
30,187
+4,888
1454
$1.4M ﹤0.01%
35,582
+6,603
1455
$1.4M ﹤0.01%
+38,135
1456
$1.39M ﹤0.01%
20,000
-2,088
1457
$1.39M ﹤0.01%
97,538
-8,805
1458
$1.39M ﹤0.01%
51,145
+5,916
1459
$1.39M ﹤0.01%
26,525
-474
1460
$1.39M ﹤0.01%
28,274
-2,264
1461
$1.39M ﹤0.01%
+70,334
1462
$1.38M ﹤0.01%
64,227
-12,201
1463
$1.38M ﹤0.01%
42,995
+7,811
1464
$1.38M ﹤0.01%
28,528
+18,820
1465
$1.38M ﹤0.01%
26,431
+2,590
1466
$1.38M ﹤0.01%
24,885
+2,855
1467
$1.38M ﹤0.01%
147,259
+4,642
1468
$1.37M ﹤0.01%
45,059
+29,776
1469
$1.37M ﹤0.01%
200,111
-4,320
1470
$1.37M ﹤0.01%
+56,803
1471
$1.37M ﹤0.01%
11,615
+5,763
1472
$1.37M ﹤0.01%
56,965
+21,507
1473
$1.37M ﹤0.01%
24,478
+366
1474
$1.36M ﹤0.01%
21,646
-85
1475
$1.36M ﹤0.01%
12,824
-173
57 58
59
60 61