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
1951
$610K ﹤0.01%
+19,359
1952
$609K ﹤0.01%
7,036
-82,321
1953
$609K ﹤0.01%
11,096
+48
1954
$607K ﹤0.01%
19,086
-10,009
1955
$605K ﹤0.01%
4,085
-60,271
1956
$604K ﹤0.01%
61,005
-4,299
1957
$604K ﹤0.01%
38,914
-45
1958
$604K ﹤0.01%
+27,663
1959
$602K ﹤0.01%
25,885
+4,722
1960
$601K ﹤0.01%
11,620
+1,798
1961
$600K ﹤0.01%
61,891
+2,368
1962
$599K ﹤0.01%
11,451
+439
1963
$597K ﹤0.01%
5,320
-5
1964
$596K ﹤0.01%
+12,316
1965
$595K ﹤0.01%
27,991
-83,488
1966
$594K ﹤0.01%
4,412
-1,297
1967
$591K ﹤0.01%
8,286
+1,904
1968
$590K ﹤0.01%
592
-12
1969
$590K ﹤0.01%
60,251
+5,166
1970
$589K ﹤0.01%
13,578
+344
1971
$589K ﹤0.01%
34,652
+2,704
1972
$589K ﹤0.01%
+25,019
1973
$586K ﹤0.01%
+58,356
1974
$583K ﹤0.01%
12,624
-135,316
1975
$582K ﹤0.01%
30,434
-452
77 78
79
80 81