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
151
$60M 0.17%
531,331
+108,289
152
$60M 0.17%
753,514
-123,132
153
$59.5M 0.17%
1,247,337
+337,306
154
$59.2M 0.17%
583,532
+177,238
155
$58.7M 0.17%
719,598
-29,049
156
$58.5M 0.17%
726,072
-35,907
157
$58.3M 0.16%
324,350
+14,286
158
$58.1M 0.16%
215,318
+20,849
159
$56M 0.16%
561,316
+2,646
160
$55M 0.16%
277,985
+29,860
161
$54.5M 0.15%
334,099
+20,986
162
$54.5M 0.15%
308,818
+1,449
163
$54.4M 0.15%
180,137
+8,186
164
$53.5M 0.15%
702,604
+10,308
165
$53.5M 0.15%
615,368
+163,787
166
$53M 0.15%
268,147
+7,027
167
$52.6M 0.15%
686,281
+178,105
168
$52.3M 0.15%
288,131
-5,986
169
$52.2M 0.15%
489,612
+127,539
170
$51.9M 0.15%
1,004,719
+316,469
171
$51.8M 0.15%
645,385
+21,157
172
$51.2M 0.14%
255,217
-18,541
173
$50.3M 0.14%
467,115
+126,149
174
$50M 0.14%
345,706
-152,303
175
$49.6M 0.14%
792,534
-29,950
5 6
7
8 9