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
1701
$919K ﹤0.01%
12,368
+2,229
1702
$914K ﹤0.01%
16,795
+2,707
1703
$914K ﹤0.01%
17,556
-26
1704
$911K ﹤0.01%
16,600
+6,622
1705
$911K ﹤0.01%
36,738
-10,904
1706
$910K ﹤0.01%
9,657
-1,957
1707
$910K ﹤0.01%
46,246
+1,196
1708
$909K ﹤0.01%
21,251
+2,586
1709
$908K ﹤0.01%
22,178
-194
1710
$906K ﹤0.01%
38,326
-8,704
1711
$905K ﹤0.01%
194,898
-15,832
1712
$903K ﹤0.01%
7,182
-516
1713
$903K ﹤0.01%
100,387
+3,975
1714
$903K ﹤0.01%
35,747
-2,058
1715
$901K ﹤0.01%
25,051
-6,422
1716
$901K ﹤0.01%
9,476
-3,403
1717
$901K ﹤0.01%
55,042
+2,051
1718
$900K ﹤0.01%
30,643
-2,406
1719
$900K ﹤0.01%
59,595
+307
1720
$898K ﹤0.01%
14,760
-5,137
1721
$896K ﹤0.01%
+266,404
1722
$895K ﹤0.01%
17,491
+361
1723
$891K ﹤0.01%
16,890
-28,706
1724
$889K ﹤0.01%
53,933
-25,404
1725
$889K ﹤0.01%
12,661
-1,893
67 68
69
70 71