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
2376
$294K ﹤0.01%
4,129
+544
2377
$293K ﹤0.01%
11,330
+3,400
2378
$292K ﹤0.01%
+13,431
2379
$292K ﹤0.01%
21,957
+4,500
2380
$292K ﹤0.01%
6,485
-1,823
2381
$292K ﹤0.01%
+30,000
2382
$291K ﹤0.01%
9,000
2383
$291K ﹤0.01%
7,530
-1,374
2384
$290K ﹤0.01%
23,272
+2,211
2385
$290K ﹤0.01%
11,232
-47
2386
$290K ﹤0.01%
12,700
-24,957
2387
$290K ﹤0.01%
36,160
+2,860
2388
$289K ﹤0.01%
2,845
+1
2389
$288K ﹤0.01%
5,686
+11
2390
$288K ﹤0.01%
47,179
+16,254
2391
$288K ﹤0.01%
9,293
-3,116
2392
$286K ﹤0.01%
16,169
-3,447
2393
$286K ﹤0.01%
+7,880
2394
$286K ﹤0.01%
16,462
+504
2395
$285K ﹤0.01%
+12,754
2396
$285K ﹤0.01%
7,137
-5,984
2397
$284K ﹤0.01%
17,756
+637
2398
$284K ﹤0.01%
+25,327
2399
$283K ﹤0.01%
12,837
-4,048
2400
$282K ﹤0.01%
9,446
-3,091
94 95
96
97 98