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
1626
$1.04M ﹤0.01%
72,697
+4,157
1627
$1.04M ﹤0.01%
21,161
-242
1628
$1.04M ﹤0.01%
20,358
+4,490
1629
$1.03M ﹤0.01%
24,570
+422
1630
$1.03M ﹤0.01%
28,980
+19,514
1631
$1.03M ﹤0.01%
12,144
+412
1632
$1.02M ﹤0.01%
13,556
+256
1633
$1.02M ﹤0.01%
21,888
+6,371
1634
$1.02M ﹤0.01%
3,309
-755
1635
$1.01M ﹤0.01%
16,352
+7,851
1636
$1.01M ﹤0.01%
18,405
+385
1637
$1.01M ﹤0.01%
+58,564
1638
$1.01M ﹤0.01%
39,761
-26,237
1639
$1.01M ﹤0.01%
17,446
-28,249
1640
$1.01M ﹤0.01%
42,110
-6,192
1641
$1M ﹤0.01%
8,521
+208
1642
$1M ﹤0.01%
43,687
+75
1643
$1M ﹤0.01%
11,559
+97
1644
$1M ﹤0.01%
9,279
+6,464
1645
$1M ﹤0.01%
30,892
-35,676
1646
$999K ﹤0.01%
22,616
+17,370
1647
$997K ﹤0.01%
29,268
-1,837
1648
$995K ﹤0.01%
+22,300
1649
$995K ﹤0.01%
18,790
-441
1650
$994K ﹤0.01%
12,878
-933
64 65
66
67 68