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
1801
$789K ﹤0.01%
22,864
+15,098
1802
$786K ﹤0.01%
26,658
+12,875
1803
$786K ﹤0.01%
+11,327
1804
$785K ﹤0.01%
21,229
-2,506
1805
$785K ﹤0.01%
283
+30
1806
$784K ﹤0.01%
14,376
+648
1807
$781K ﹤0.01%
31,665
+15,360
1808
$780K ﹤0.01%
44,607
+5,456
1809
$780K ﹤0.01%
29,510
+1,102
1810
$779K ﹤0.01%
21,010
+340
1811
$778K ﹤0.01%
32,792
+7,293
1812
$778K ﹤0.01%
+56,560
1813
$775K ﹤0.01%
9,444
-798
1814
$775K ﹤0.01%
184,522
-4,177
1815
$774K ﹤0.01%
15,741
-1,104
1816
$773K ﹤0.01%
53,400
+2,716
1817
$771K ﹤0.01%
13,032
-3,314
1818
$770K ﹤0.01%
23,911
-6,948
1819
$768K ﹤0.01%
105,000
-20,000
1820
$763K ﹤0.01%
20,092
-5,815
1821
$762K ﹤0.01%
+31,390
1822
$762K ﹤0.01%
35,234
+19,986
1823
$760K ﹤0.01%
6,041
+1,334
1824
$759K ﹤0.01%
70,946
-10,226
1825
$757K ﹤0.01%
8,739
+2,251
71 72
73
74 75