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
1551
$1.18M ﹤0.01%
34,996
+61
1552
$1.17M ﹤0.01%
48,494
+5,678
1553
$1.17M ﹤0.01%
12,634
+5,484
1554
$1.17M ﹤0.01%
25,344
+19,230
1555
$1.17M ﹤0.01%
81,040
+52,100
1556
$1.16M ﹤0.01%
58,313
+13,634
1557
$1.16M ﹤0.01%
18,060
-616
1558
$1.16M ﹤0.01%
20,354
+11,303
1559
$1.16M ﹤0.01%
55,211
+8,747
1560
$1.16M ﹤0.01%
73,192
+6,759
1561
$1.16M ﹤0.01%
28,863
+22,364
1562
$1.16M ﹤0.01%
28,043
+1,243
1563
$1.15M ﹤0.01%
22,464
+3
1564
$1.15M ﹤0.01%
46,186
+29
1565
$1.15M ﹤0.01%
14,466
-11,095
1566
$1.14M ﹤0.01%
62,911
+7,824
1567
$1.14M ﹤0.01%
52,658
+6,411
1568
$1.14M ﹤0.01%
47,288
+2,146
1569
$1.14M ﹤0.01%
9,590
+347
1570
$1.14M ﹤0.01%
46,386
+2,127
1571
$1.14M ﹤0.01%
44,393
+5,626
1572
$1.14M ﹤0.01%
86,096
+36,586
1573
$1.14M ﹤0.01%
35,770
-8,971
1574
$1.14M ﹤0.01%
15,460
+3,454
1575
$1.14M ﹤0.01%
+11,253
61 62
63
64 65