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
1576
$1.13M ﹤0.01%
65,000
-50,000
1577
$1.13M ﹤0.01%
22,866
-5,544
1578
$1.13M ﹤0.01%
+38,232
1579
$1.13M ﹤0.01%
79,712
1580
$1.13M ﹤0.01%
142,106
-34,490
1581
$1.12M ﹤0.01%
53,519
+15,959
1582
$1.12M ﹤0.01%
103,314
-26,171
1583
$1.11M ﹤0.01%
86,626
-3,481
1584
$1.11M ﹤0.01%
98,490
+19,890
1585
$1.1M ﹤0.01%
13,817
-2,731
1586
$1.1M ﹤0.01%
53,395
+600
1587
$1.1M ﹤0.01%
110,902
-613
1588
$1.1M ﹤0.01%
79,736
+3,517
1589
$1.1M ﹤0.01%
43,058
+1,987
1590
$1.1M ﹤0.01%
55,816
+344
1591
$1.1M ﹤0.01%
21,526
+10,448
1592
$1.1M ﹤0.01%
27,905
-18,436
1593
$1.09M ﹤0.01%
140,038
-1,082
1594
$1.09M ﹤0.01%
+267,336
1595
$1.09M ﹤0.01%
603,721
+23,407
1596
$1.09M ﹤0.01%
83,223
-33
1597
$1.09M ﹤0.01%
20,702
+10,150
1598
$1.09M ﹤0.01%
+94,103
1599
$1.08M ﹤0.01%
81,041
+27,800
1600
$1.08M ﹤0.01%
8,410
+840
62 63
64
65 66