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
1901
$656K ﹤0.01%
32,207
+2,723
1902
$656K ﹤0.01%
930
-26
1903
$652K ﹤0.01%
24,761
-469
1904
$650K ﹤0.01%
25,823
-563
1905
$650K ﹤0.01%
29,289
-180
1906
$650K ﹤0.01%
13,479
+3,126
1907
$650K ﹤0.01%
6,152
+588
1908
$649K ﹤0.01%
31,330
+5,384
1909
$648K ﹤0.01%
24,742
+5,812
1910
$648K ﹤0.01%
59,323
+17,953
1911
$646K ﹤0.01%
8,458
-860
1912
$646K ﹤0.01%
50,419
-6,033
1913
$646K ﹤0.01%
50,564
+23,536
1914
$646K ﹤0.01%
16,676
+7,174
1915
$645K ﹤0.01%
7,406
-1,144
1916
$645K ﹤0.01%
4,959
-1,471
1917
$644K ﹤0.01%
10,452
+3,086
1918
$644K ﹤0.01%
102,559
+319
1919
$643K ﹤0.01%
4,161
+674
1920
$643K ﹤0.01%
+30,544
1921
$643K ﹤0.01%
+5,654
1922
$642K ﹤0.01%
30,108
-2,925
1923
$641K ﹤0.01%
13,700
+4,316
1924
$640K ﹤0.01%
23,739
+1,305
1925
$639K ﹤0.01%
8,988
+621
75 76
77
78 79