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
1651
$994K ﹤0.01%
78,758
+13,673
1652
$994K ﹤0.01%
46,916
-10,897
1653
$993K ﹤0.01%
38,945
-1,790
1654
$993K ﹤0.01%
16,500
+4,846
1655
$993K ﹤0.01%
+265,598
1656
$991K ﹤0.01%
27,863
-147
1657
$990K ﹤0.01%
+26,347
1658
$990K ﹤0.01%
33,993
+5,508
1659
$988K ﹤0.01%
7,657
-294
1660
$988K ﹤0.01%
15,814
+1,141
1661
$987K ﹤0.01%
45,934
+10,414
1662
$987K ﹤0.01%
33,342
-7,784
1663
$984K ﹤0.01%
12,625
+170
1664
$982K ﹤0.01%
17,961
+1,147
1665
$976K ﹤0.01%
+28,119
1666
$971K ﹤0.01%
17,157
+1,806
1667
$968K ﹤0.01%
8,157
+599
1668
$966K ﹤0.01%
27,536
+8,792
1669
$966K ﹤0.01%
22,874
+619
1670
$965K ﹤0.01%
111,417
+11,004
1671
$964K ﹤0.01%
40,726
-21,020
1672
$964K ﹤0.01%
120,224
+13,977
1673
$963K ﹤0.01%
24,440
+4,253
1674
$962K ﹤0.01%
30,421
+3,954
1675
$960K ﹤0.01%
50,578
-3,771
65 66
67
68 69