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
1851
$712K ﹤0.01%
31,425
+2,155
1852
$711K ﹤0.01%
9,123
+5,364
1853
$706K ﹤0.01%
+13,553
1854
$705K ﹤0.01%
15,318
+2,086
1855
$704K ﹤0.01%
17,292
-1,103
1856
$704K ﹤0.01%
14,942
+4,749
1857
$704K ﹤0.01%
19,675
-3,257
1858
$703K ﹤0.01%
53,773
+28,327
1859
$703K ﹤0.01%
106,359
+28,885
1860
$701K ﹤0.01%
28,660
+178
1861
$701K ﹤0.01%
5,134
+1,301
1862
$701K ﹤0.01%
30,930
+3,389
1863
$700K ﹤0.01%
+22,969
1864
$700K ﹤0.01%
45,239
-700
1865
$696K ﹤0.01%
37,360
-1,010
1866
$695K ﹤0.01%
54,137
+3,046
1867
$692K ﹤0.01%
31,650
+9,222
1868
$690K ﹤0.01%
12,373
+3,366
1869
$687K ﹤0.01%
18,180
-1,253
1870
$687K ﹤0.01%
29,476
-51,000
1871
$685K ﹤0.01%
7,225
+1,075
1872
$683K ﹤0.01%
+3,810
1873
$682K ﹤0.01%
8,840
+224
1874
$678K ﹤0.01%
9,682
-75
1875
$678K ﹤0.01%
10,955
+2,797
73 74
75
76 77