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
2301
$330K ﹤0.01%
23,826
+3,911
2302
$330K ﹤0.01%
16,000
2303
$329K ﹤0.01%
+3,599
2304
$327K ﹤0.01%
6,864
+22
2305
$327K ﹤0.01%
33,282
+29,955
2306
$326K ﹤0.01%
+9,499
2307
$326K ﹤0.01%
7,562
+1,500
2308
$326K ﹤0.01%
+9,783
2309
$325K ﹤0.01%
11,862
+160
2310
$325K ﹤0.01%
35,045
-3,126
2311
$323K ﹤0.01%
+2,734
2312
$323K ﹤0.01%
2,654
-325
2313
$321K ﹤0.01%
4,248
+248
2314
$321K ﹤0.01%
37,231
-6,100
2315
$321K ﹤0.01%
+9,965
2316
$320K ﹤0.01%
26,466
+6,547
2317
$320K ﹤0.01%
9,000
2318
$320K ﹤0.01%
+14,294
2319
$319K ﹤0.01%
3,324
-60,151
2320
$319K ﹤0.01%
14,142
2321
$318K ﹤0.01%
10,432
+312
2322
$317K ﹤0.01%
15,460
+2,399
2323
$317K ﹤0.01%
+5,319
2324
$317K ﹤0.01%
32,670
+5,702
2325
$316K ﹤0.01%
27,286
-168,004
91 92
93
94 95