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
2051
$510K ﹤0.01%
+50,000
2052
$510K ﹤0.01%
2,500
2053
$506K ﹤0.01%
24,969
+1,735
2054
$506K ﹤0.01%
3,857
+568
2055
$506K ﹤0.01%
38,850
2056
$504K ﹤0.01%
23,469
-87,303
2057
$504K ﹤0.01%
15,151
-58,519
2058
$504K ﹤0.01%
28,524
+297
2059
$504K ﹤0.01%
+50,000
2060
$503K ﹤0.01%
14,534
-20,868
2061
$503K ﹤0.01%
23,534
+271
2062
$503K ﹤0.01%
+50,000
2063
$502K ﹤0.01%
+8,185
2064
$502K ﹤0.01%
+50,000
2065
$501K ﹤0.01%
46,218
-1,056
2066
$500K ﹤0.01%
12,273
-6,715
2067
$499K ﹤0.01%
18,738
-127
2068
$497K ﹤0.01%
26,241
+12,612
2069
$495K ﹤0.01%
9,681
+80
2070
$495K ﹤0.01%
19,069
+499
2071
$494K ﹤0.01%
8,298
-87
2072
$494K ﹤0.01%
7,679
-2,251
2073
$494K ﹤0.01%
+44,040
2074
$491K ﹤0.01%
100,000
2075
$490K ﹤0.01%
+50,000
81 82
83
84 85