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
2426
$267K ﹤0.01%
+6,401
2427
$266K ﹤0.01%
17,579
+991
2428
$265K ﹤0.01%
+26,600
2429
$265K ﹤0.01%
+14,601
2430
$264K ﹤0.01%
18,665
-24,300
2431
$264K ﹤0.01%
5,733
+6
2432
$264K ﹤0.01%
15,317
+2,160
2433
$264K ﹤0.01%
4,846
-706
2434
$263K ﹤0.01%
4,133
2435
$262K ﹤0.01%
19,763
+1,012
2436
$262K ﹤0.01%
10,119
-3,444
2437
$262K ﹤0.01%
12,700
-600
2438
$261K ﹤0.01%
+8,542
2439
$261K ﹤0.01%
34,458
-2,622
2440
$261K ﹤0.01%
25,740
+13,837
2441
$260K ﹤0.01%
133,881
-6,590
2442
$260K ﹤0.01%
4,249
-3,409
2443
$260K ﹤0.01%
+4,313
2444
$259K ﹤0.01%
3,234
+324
2445
$259K ﹤0.01%
7,137
-1,416
2446
$259K ﹤0.01%
17,740
2447
$259K ﹤0.01%
23,212
-4,982
2448
$258K ﹤0.01%
2,329
+61
2449
$257K ﹤0.01%
12,550
2450
$257K ﹤0.01%
5,124
+278
96 97
98
99 100