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
1501
$1.29M ﹤0.01%
33,569
-513
1502
$1.29M ﹤0.01%
197,971
+1,414
1503
$1.29M ﹤0.01%
26,713
+9,591
1504
$1.28M ﹤0.01%
139,899
-3,685
1505
$1.28M ﹤0.01%
19,175
-257
1506
$1.28M ﹤0.01%
18,579
+166
1507
$1.28M ﹤0.01%
35,373
-23,189
1508
$1.27M ﹤0.01%
53,629
+22,881
1509
$1.27M ﹤0.01%
152,066
+141,104
1510
$1.27M ﹤0.01%
21,862
+9,912
1511
$1.27M ﹤0.01%
129,306
+14,096
1512
$1.27M ﹤0.01%
14,807
+563
1513
$1.27M ﹤0.01%
97,500
+30,559
1514
$1.26M ﹤0.01%
44,280
+18,680
1515
$1.26M ﹤0.01%
14,494
-500
1516
$1.26M ﹤0.01%
131,238
+8,964
1517
$1.26M ﹤0.01%
94,551
-118
1518
$1.26M ﹤0.01%
15,152
+3,176
1519
$1.25M ﹤0.01%
106,419
+12,248
1520
$1.25M ﹤0.01%
28,195
+1,917
1521
$1.25M ﹤0.01%
21,897
+13,562
1522
$1.25M ﹤0.01%
53,720
-5,947
1523
$1.25M ﹤0.01%
70,397
+3,000
1524
$1.24M ﹤0.01%
40,546
+22,966
1525
$1.24M ﹤0.01%
+34,690
59 60
61
62 63