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
1476
$1.35M ﹤0.01%
14,804
+5,319
1477
$1.35M ﹤0.01%
5,852
-387
1478
$1.35M ﹤0.01%
80,498
-33,241
1479
$1.34M ﹤0.01%
18,716
+3,730
1480
$1.34M ﹤0.01%
35,053
+3,761
1481
$1.34M ﹤0.01%
12,245
+1,735
1482
$1.33M ﹤0.01%
54,859
+10,810
1483
$1.33M ﹤0.01%
97,445
+82,332
1484
$1.33M ﹤0.01%
16,016
+788
1485
$1.32M ﹤0.01%
44,180
+29,724
1486
$1.32M ﹤0.01%
27,454
+10
1487
$1.32M ﹤0.01%
16,384
+893
1488
$1.31M ﹤0.01%
16,341
-1,984
1489
$1.31M ﹤0.01%
37,755
-4,765
1490
$1.31M ﹤0.01%
76,700
+9,990
1491
$1.3M ﹤0.01%
91,854
-15,396
1492
$1.3M ﹤0.01%
42,938
-9,559
1493
$1.3M ﹤0.01%
50,752
+3,416
1494
$1.3M ﹤0.01%
56,504
+3,176
1495
$1.3M ﹤0.01%
91,144
-664
1496
$1.3M ﹤0.01%
66,637
+26,640
1497
$1.3M ﹤0.01%
225,245
+35,736
1498
$1.29M ﹤0.01%
12,515
-47
1499
$1.29M ﹤0.01%
97,705
+425
1500
$1.29M ﹤0.01%
12,045
-200
58 59
60
61 62