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
2151
$433K ﹤0.01%
9,576
2152
$432K ﹤0.01%
21,156
+162
2153
$429K ﹤0.01%
44,939
+13,221
2154
$429K ﹤0.01%
39,488
+5,297
2155
$427K ﹤0.01%
+18,197
2156
$427K ﹤0.01%
40,963
-30,253
2157
$426K ﹤0.01%
48,225
+3,375
2158
$425K ﹤0.01%
30,961
-4,039
2159
$425K ﹤0.01%
9,856
-3,568
2160
$425K ﹤0.01%
15,417
+2,062
2161
$425K ﹤0.01%
12,152
+2,360
2162
$425K ﹤0.01%
71,525
-25,205
2163
$425K ﹤0.01%
19,208
-1,702
2164
$423K ﹤0.01%
13,388
+2,492
2165
$420K ﹤0.01%
7,800
-200
2166
$419K ﹤0.01%
28,556
-1,158
2167
$419K ﹤0.01%
36,340
+7,665
2168
$419K ﹤0.01%
11,302
-31,532
2169
$419K ﹤0.01%
6,625
-8,208
2170
$418K ﹤0.01%
32,857
-11,976
2171
$416K ﹤0.01%
18,405
+39
2172
$414K ﹤0.01%
+38,556
2173
$413K ﹤0.01%
35,795
-1,714
2174
$413K ﹤0.01%
7,067
-481
2175
$413K ﹤0.01%
+10,750
85 86
87
88 89