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
2076
$489K ﹤0.01%
16,938
+946
2077
$489K ﹤0.01%
22,629
-2,086
2078
$488K ﹤0.01%
+18,458
2079
$488K ﹤0.01%
9,894
-11,628
2080
$488K ﹤0.01%
9,178
+389
2081
$487K ﹤0.01%
8,818
-115
2082
$487K ﹤0.01%
36,646
-4,075
2083
$487K ﹤0.01%
85,811
+4,676
2084
$486K ﹤0.01%
21,491
+901
2085
$486K ﹤0.01%
27,891
+8,499
2086
$485K ﹤0.01%
69,579
2087
$483K ﹤0.01%
10,824
+3,442
2088
$482K ﹤0.01%
31,262
-2,819
2089
$482K ﹤0.01%
+11,759
2090
$482K ﹤0.01%
20,181
-57,074
2091
$480K ﹤0.01%
+17,505
2092
$478K ﹤0.01%
21,959
+1,921
2093
$478K ﹤0.01%
45,315
+6,624
2094
$478K ﹤0.01%
23,384
-514
2095
$477K ﹤0.01%
9,086
-424
2096
$475K ﹤0.01%
8,811
+3,044
2097
$473K ﹤0.01%
7,358
+2,721
2098
$473K ﹤0.01%
7,224
+533
2099
$472K ﹤0.01%
12,727
+77
2100
$472K ﹤0.01%
38,010
-45,577
82 83
84
85 86