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
2251
$358K ﹤0.01%
4,739
+75
2252
$358K ﹤0.01%
8,823
-88
2253
$358K ﹤0.01%
19,464
-90,531
2254
$357K ﹤0.01%
+139,972
2255
$356K ﹤0.01%
5,028
2256
$356K ﹤0.01%
7,629
-107
2257
$355K ﹤0.01%
+24,607
2258
$355K ﹤0.01%
20,272
+4,032
2259
$354K ﹤0.01%
17,426
-448
2260
$354K ﹤0.01%
38,334
-7,405
2261
$353K ﹤0.01%
+63,375
2262
$353K ﹤0.01%
5,988
+481
2263
$353K ﹤0.01%
+35,592
2264
$353K ﹤0.01%
9,342
+50
2265
$351K ﹤0.01%
+34,354
2266
$351K ﹤0.01%
4,893
-375
2267
$351K ﹤0.01%
1,918
+42
2268
$351K ﹤0.01%
+68,163
2269
$351K ﹤0.01%
4,993
-26
2270
$347K ﹤0.01%
15,812
+1,000
2271
$347K ﹤0.01%
9,304
+131
2272
$347K ﹤0.01%
9,170
-246
2273
$347K ﹤0.01%
6,342
+190
2274
$346K ﹤0.01%
6,575
-7,870
2275
$345K ﹤0.01%
10,554
+2,462
89 90
91
92 93