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
126
$77.2M 0.22%
423,188
+5,474
127
$77.1M 0.22%
691,252
+101,382
128
$76.4M 0.22%
891,504
-104,739
129
$74.5M 0.21%
1,155,451
+1,135,400
130
$72.5M 0.2%
1,262,694
+205,774
131
$72.1M 0.2%
2,476,655
+12,427
132
$72M 0.2%
2,860,160
+306,222
133
$71.3M 0.2%
847,588
+191,629
134
$69.6M 0.2%
455,486
+8,297
135
$69.3M 0.2%
634,673
+7,769
136
$69.3M 0.2%
1,954,635
+13,712
137
$68.3M 0.19%
1,069,985
+18,563
138
$68.1M 0.19%
1,268,563
-89,374
139
$67.1M 0.19%
642,734
-23,716
140
$66.9M 0.19%
611,293
-15,715
141
$66.3M 0.19%
920,997
+18,729
142
$65.7M 0.19%
760,246
-137,794
143
$65.1M 0.18%
618,319
-188,120
144
$65M 0.18%
340,100
+1,314
145
$64.5M 0.18%
1,679,942
-36,730
146
$64.4M 0.18%
474,556
+25,573
147
$63.5M 0.18%
1,318,020
+1,176,170
148
$63.1M 0.18%
466,056
+68,153
149
$62.5M 0.18%
380,040
-19,909
150
$61.6M 0.17%
1,730,010
+220,510
4 5
6
7 8