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
2201
$392K ﹤0.01%
+9,366
2202
$391K ﹤0.01%
7,658
+741
2203
$390K ﹤0.01%
24,496
+333
2204
$389K ﹤0.01%
+10,560
2205
$386K ﹤0.01%
16,285
2206
$385K ﹤0.01%
17,783
+280
2207
$385K ﹤0.01%
14,794
-5,243
2208
$384K ﹤0.01%
+9,350
2209
$382K ﹤0.01%
7,788
-371,791
2210
$381K ﹤0.01%
14,099
-297
2211
$381K ﹤0.01%
5,239
+1,116
2212
$381K ﹤0.01%
15,223
+2,114
2213
$381K ﹤0.01%
9,426
+205
2214
$379K ﹤0.01%
13,460
-24,303
2215
$379K ﹤0.01%
67,857
-11,483
2216
$379K ﹤0.01%
9,329
+1,259
2217
$378K ﹤0.01%
+13,534
2218
$377K ﹤0.01%
5,270
-3,605
2219
$377K ﹤0.01%
+6,435
2220
$376K ﹤0.01%
8,438
-59,722
2221
$375K ﹤0.01%
20,929
-1,640
2222
$375K ﹤0.01%
+17,169
2223
$374K ﹤0.01%
10,313
-1,211
2224
$374K ﹤0.01%
4,240
+535
2225
$374K ﹤0.01%
67,061
-6,800
87 88
89
90 91