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
176
$49.3M 0.14%
446,269
-120,172
177
$48.7M 0.14%
283,507
+26,565
178
$48.5M 0.14%
966,171
+44,170
179
$48.1M 0.14%
908,960
+14,362
180
$47.8M 0.14%
3,109,512
+60,772
181
$47.6M 0.13%
589,953
+28,722
182
$46.9M 0.13%
291,812
+38,762
183
$46.6M 0.13%
1,066,408
+99,107
184
$46.4M 0.13%
263,510
+140,982
185
$46.1M 0.13%
253,111
+4,630
186
$45.9M 0.13%
10,187,720
+665,560
187
$45.9M 0.13%
411,084
+35,527
188
$45.8M 0.13%
376,937
+69,098
189
$45.7M 0.13%
298,607
-294,432
190
$45.6M 0.13%
1,253,922
+85,567
191
$45.5M 0.13%
602,596
+25,670
192
$44.9M 0.13%
477,309
+136,223
193
$44.7M 0.13%
391,266
+6,854
194
$43.9M 0.12%
280,521
-13,435
195
$43.5M 0.12%
151,712
+4,690
196
$43.5M 0.12%
184,347
-58,595
197
$43.3M 0.12%
1,015,139
-22,198
198
$42.7M 0.12%
859,204
+282,412
199
$42.3M 0.12%
637,764
+166,306
200
$42M 0.12%
331,083
-21,943
6 7
8
9 10