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
1776
$818K ﹤0.01%
92,510
-3,692
1777
$817K ﹤0.01%
77,450
+61,154
1778
$816K ﹤0.01%
20,253
+74
1779
$815K ﹤0.01%
32,502
+7,092
1780
$814K ﹤0.01%
+42,385
1781
$813K ﹤0.01%
41,070
-8,860
1782
$809K ﹤0.01%
65,626
+5,480
1783
$809K ﹤0.01%
19,880
+7,086
1784
$806K ﹤0.01%
+21,278
1785
$804K ﹤0.01%
38,577
+3,308
1786
$803K ﹤0.01%
39,010
+23,670
1787
$803K ﹤0.01%
65,312
+18,268
1788
$803K ﹤0.01%
53,096
+3,799
1789
$801K ﹤0.01%
43,775
-2,750
1790
$801K ﹤0.01%
16,171
-413
1791
$800K ﹤0.01%
15,080
-957
1792
$799K ﹤0.01%
19,495
-801
1793
$799K ﹤0.01%
38,310
+4,180
1794
$796K ﹤0.01%
20,679
+6,012
1795
$796K ﹤0.01%
42,969
-982
1796
$795K ﹤0.01%
59,693
+7,466
1797
$794K ﹤0.01%
46,897
+4,023
1798
$793K ﹤0.01%
7,589
+10
1799
$792K ﹤0.01%
5,157
+481
1800
$792K ﹤0.01%
5,595
-1,350
70 71
72
73 74