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
1726
$889K ﹤0.01%
28,800
-3,114
1727
$889K ﹤0.01%
18,000
1728
$888K ﹤0.01%
18,701
+1,430
1729
$885K ﹤0.01%
34,928
-2,010
1730
$882K ﹤0.01%
32,000
+19,097
1731
$881K ﹤0.01%
63,037
-23,200
1732
$880K ﹤0.01%
+18,108
1733
$879K ﹤0.01%
8,243
-303
1734
$879K ﹤0.01%
1,000
1735
$878K ﹤0.01%
21,967
+40
1736
$877K ﹤0.01%
23,616
-304
1737
$877K ﹤0.01%
25,518
-270
1738
$876K ﹤0.01%
+24,981
1739
$873K ﹤0.01%
41,561
+98
1740
$871K ﹤0.01%
13,762
-5,685
1741
$871K ﹤0.01%
16,449
+4,277
1742
$868K ﹤0.01%
123,495
+19,489
1743
$866K ﹤0.01%
14,612
+8,188
1744
$866K ﹤0.01%
46,609
-29,886
1745
$860K ﹤0.01%
+16,166
1746
$859K ﹤0.01%
53,447
1747
$858K ﹤0.01%
34,000
1748
$857K ﹤0.01%
16,690
-1,001
1749
$857K ﹤0.01%
49,513
+6,105
1750
$855K ﹤0.01%
54,900
+9,754
68 69
70
71 72