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
201
$41.4M 0.12%
2,193,591
+288,463
202
$41M 0.12%
2,043,186
+464,328
203
$40.9M 0.12%
486,365
+60,436
204
$39.8M 0.11%
277,620
+11,103
205
$38.7M 0.11%
764,386
+50,381
206
$38.6M 0.11%
667,895
+19,866
207
$38.2M 0.11%
470,899
-115,001
208
$36.9M 0.1%
284,373
-77,988
209
$36.7M 0.1%
858,198
+282,501
210
$36.6M 0.1%
408,501
+40,170
211
$35.8M 0.1%
226,805
+12,295
212
$35.5M 0.1%
423,030
+3,884
213
$35.2M 0.1%
408,572
-4,909
214
$34.8M 0.1%
99,763
+499
215
$34.3M 0.1%
588,126
+66,728
216
$34.3M 0.1%
799,038
+160,725
217
$34.2M 0.1%
339,645
+146,364
218
$34.1M 0.1%
2,124,692
+43,064
219
$33.8M 0.1%
308,122
+84,505
220
$33.6M 0.1%
2,025,272
+40,180
221
$33.6M 0.1%
210,562
+26,236
222
$33.6M 0.1%
1,034,075
+58,366
223
$33.2M 0.09%
427,517
+5,264
224
$32.6M 0.09%
651,340
-227,060
225
$32.6M 0.09%
324,512
+4,698
7 8
9
10 11