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
1526
$1.24M ﹤0.01%
22,754
-3,559
1527
$1.24M ﹤0.01%
101,289
+33,960
1528
$1.23M ﹤0.01%
102,777
+39,277
1529
$1.23M ﹤0.01%
138,851
+39,095
1530
$1.23M ﹤0.01%
24,660
+1,916
1531
$1.22M ﹤0.01%
12,926
-3,169
1532
$1.22M ﹤0.01%
47,073
+5,488
1533
$1.22M ﹤0.01%
25,216
-529
1534
$1.21M ﹤0.01%
34,539
+2,981
1535
$1.21M ﹤0.01%
9,922
+1,198
1536
$1.21M ﹤0.01%
48,812
1537
$1.21M ﹤0.01%
25,523
+7,861
1538
$1.21M ﹤0.01%
8,454
+5,334
1539
$1.2M ﹤0.01%
25,919
-9,582
1540
$1.2M ﹤0.01%
120,761
+46,691
1541
$1.2M ﹤0.01%
40,798
-332
1542
$1.2M ﹤0.01%
93,271
+16,613
1543
$1.19M ﹤0.01%
401,200
1544
$1.19M ﹤0.01%
23,554
+3,068
1545
$1.19M ﹤0.01%
27,229
+6,723
1546
$1.19M ﹤0.01%
+25,895
1547
$1.18M ﹤0.01%
45,552
+4,348
1548
$1.18M ﹤0.01%
94,737
+12,608
1549
$1.18M ﹤0.01%
208,278
-4,832
1550
$1.18M ﹤0.01%
66,911
+1,770
60 61
62
63 64