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
1676
$955K ﹤0.01%
+29,802
1677
$954K ﹤0.01%
100,921
+1,004
1678
$952K ﹤0.01%
1,472,439
-46,658
1679
$950K ﹤0.01%
267,750
+153,400
1680
$950K ﹤0.01%
33,686
+6,588
1681
$948K ﹤0.01%
3,491
+344
1682
$948K ﹤0.01%
50,100
1683
$947K ﹤0.01%
88,883
+3,771
1684
$947K ﹤0.01%
40,764
-196,093
1685
$946K ﹤0.01%
18,758
-3,738
1686
$946K ﹤0.01%
23,096
+670
1687
$945K ﹤0.01%
45,508
-1,491
1688
$944K ﹤0.01%
45,528
-6,400
1689
$942K ﹤0.01%
25,741
+1,287
1690
$942K ﹤0.01%
24,520
-5,341
1691
$940K ﹤0.01%
8,938
+1,398
1692
$936K ﹤0.01%
60,563
1693
$935K ﹤0.01%
19,285
-1,210
1694
$935K ﹤0.01%
36,683
+11,756
1695
$935K ﹤0.01%
37,455
-2,961
1696
$929K ﹤0.01%
50,385
+2,983
1697
$928K ﹤0.01%
10,385
-52
1698
$927K ﹤0.01%
87,473
-2,179
1699
$925K ﹤0.01%
7,124
-171
1700
$922K ﹤0.01%
27,630
-300
66 67
68
69 70