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
1601
$1.08M ﹤0.01%
21,876
-98,287
1602
$1.08M ﹤0.01%
102,148
-55,246
1603
$1.08M ﹤0.01%
+82,914
1604
$1.07M ﹤0.01%
+81,702
1605
$1.07M ﹤0.01%
8,941
+767
1606
$1.07M ﹤0.01%
44,801
+181
1607
$1.07M ﹤0.01%
18,440
+5,843
1608
$1.07M ﹤0.01%
37,342
+6,848
1609
$1.07M ﹤0.01%
24,395
+13,234
1610
$1.06M ﹤0.01%
51,081
+7,973
1611
$1.06M ﹤0.01%
25,917
+3,334
1612
$1.06M ﹤0.01%
20,880
-7,033
1613
$1.06M ﹤0.01%
172,949
+17,682
1614
$1.06M ﹤0.01%
127,149
-49,692
1615
$1.06M ﹤0.01%
44,300
-3,225
1616
$1.06M ﹤0.01%
19,150
-2,626
1617
$1.06M ﹤0.01%
9,307
+3,722
1618
$1.05M ﹤0.01%
34,017
+4,683
1619
$1.05M ﹤0.01%
30,796
+23,536
1620
$1.05M ﹤0.01%
36,846
+362
1621
$1.05M ﹤0.01%
33,000
+7,123
1622
$1.05M ﹤0.01%
39,803
-33,245
1623
$1.05M ﹤0.01%
26,040
-177,391
1624
$1.05M ﹤0.01%
24,593
-5,930
1625
$1.05M ﹤0.01%
+19,016
63 64
65
66 67