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
2226
$374K ﹤0.01%
4,704
-470
2227
$374K ﹤0.01%
16,056
-32,468
2228
$373K ﹤0.01%
8,641
+90
2229
$372K ﹤0.01%
+10,020
2230
$372K ﹤0.01%
4,048
+147
2231
$372K ﹤0.01%
11,075
-679
2232
$371K ﹤0.01%
8,368
+668
2233
$370K ﹤0.01%
55,049
-2,787
2234
$370K ﹤0.01%
19,030
-387
2235
$370K ﹤0.01%
4,099
+578
2236
$369K ﹤0.01%
+7,064
2237
$369K ﹤0.01%
14,680
+828
2238
$369K ﹤0.01%
28,571
-9,256
2239
$367K ﹤0.01%
31,804
-2,143
2240
$366K ﹤0.01%
3,672
-319
2241
$364K ﹤0.01%
38,542
-7,108
2242
$363K ﹤0.01%
+14,100
2243
$363K ﹤0.01%
13,840
-3,130
2244
$363K ﹤0.01%
+18,328
2245
$362K ﹤0.01%
37,609
+9,730
2246
$362K ﹤0.01%
+5,635
2247
$361K ﹤0.01%
1,528
-51
2248
$360K ﹤0.01%
+2,432
2249
$360K ﹤0.01%
102,075
+16,355
2250
$359K ﹤0.01%
9,950
+22
88 89
90
91 92