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
2101
$472K ﹤0.01%
32,703
+5,271
2102
$471K ﹤0.01%
8,692
+21
2103
$470K ﹤0.01%
5,326
+966
2104
$466K ﹤0.01%
14,938
-292
2105
$466K ﹤0.01%
15,553
-128
2106
$464K ﹤0.01%
72,500
-13,200
2107
$464K ﹤0.01%
+5,747
2108
$463K ﹤0.01%
+15,852
2109
$463K ﹤0.01%
10,039
+958
2110
$463K ﹤0.01%
36,348
+1,755
2111
$461K ﹤0.01%
7,484
-30
2112
$460K ﹤0.01%
57,043
+742
2113
$458K ﹤0.01%
33,043
+13,682
2114
$457K ﹤0.01%
25,962
+1,918
2115
$457K ﹤0.01%
24,250
-500
2116
$457K ﹤0.01%
+7,184
2117
$456K ﹤0.01%
23,911
+205
2118
$456K ﹤0.01%
+5,936
2119
$453K ﹤0.01%
14,277
+4,087
2120
$451K ﹤0.01%
16,296
-5,624
2121
$450K ﹤0.01%
24,468
-228
2122
$448K ﹤0.01%
5,500
-569
2123
$447K ﹤0.01%
10,164
+2,990
2124
$447K ﹤0.01%
5,869
-110
2125
$447K ﹤0.01%
18,314
-703
83 84
85
86 87