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
1826
$755K ﹤0.01%
8,008
+2,529
1827
$754K ﹤0.01%
4,818
-945
1828
$754K ﹤0.01%
28,389
+4,737
1829
$752K ﹤0.01%
15,069
+506
1830
$752K ﹤0.01%
19,940
-300
1831
$751K ﹤0.01%
27,401
+3,163
1832
$751K ﹤0.01%
52,274
+5,018
1833
$748K ﹤0.01%
28,736
+412
1834
$746K ﹤0.01%
135,869
-33,031
1835
$745K ﹤0.01%
22,703
-8,565
1836
$744K ﹤0.01%
22,342
+4,151
1837
$742K ﹤0.01%
15,023
+9,823
1838
$740K ﹤0.01%
8,770
+1,663
1839
$739K ﹤0.01%
4,711
+2,444
1840
$737K ﹤0.01%
58,761
+16,444
1841
$735K ﹤0.01%
50,249
-2,285
1842
$729K ﹤0.01%
150,949
-15,205
1843
$728K ﹤0.01%
9,827
-954
1844
$725K ﹤0.01%
12,477
+1,273
1845
$724K ﹤0.01%
61,856
+3,167
1846
$719K ﹤0.01%
+6,053
1847
$718K ﹤0.01%
66,143
+44,105
1848
$716K ﹤0.01%
+30,450
1849
$716K ﹤0.01%
15,746
-661
1850
$715K ﹤0.01%
+15,041
72 73
74
75 76