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
2126
$445K ﹤0.01%
32,288
-1,709
2127
$444K ﹤0.01%
4,359
-5,292
2128
$443K ﹤0.01%
+1,500
2129
$443K ﹤0.01%
18,074
+9,025
2130
$442K ﹤0.01%
34,118
+8,976
2131
$442K ﹤0.01%
+19,740
2132
$442K ﹤0.01%
20,399
-349
2133
$442K ﹤0.01%
+5,672
2134
$441K ﹤0.01%
+19,595
2135
$440K ﹤0.01%
30,684
+1,955
2136
$439K ﹤0.01%
26,798
+14,954
2137
$439K ﹤0.01%
14,868
-933
2138
$438K ﹤0.01%
+18,668
2139
$438K ﹤0.01%
7,838
+1,418
2140
$438K ﹤0.01%
+27,921
2141
$437K ﹤0.01%
+31,577
2142
$437K ﹤0.01%
25,629
+6,160
2143
$437K ﹤0.01%
19,720
-274
2144
$437K ﹤0.01%
27,706
+930
2145
$436K ﹤0.01%
27,346
-200
2146
$436K ﹤0.01%
+14,395
2147
$436K ﹤0.01%
3,964
+1,181
2148
$435K ﹤0.01%
27,703
+496
2149
$434K ﹤0.01%
8,203
+943
2150
$434K ﹤0.01%
+6,062
84 85
86
87 88