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
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$159M
3
+$125M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$89M
5
CCI icon
Crown Castle
CCI
+$84.9M

Top Sells

1
+$108M
2
+$43.6M
3
+$34M
4
F icon
Ford
F
+$32.4M
5
KMB icon
Kimberly-Clark
KMB
+$31.6M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.39%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-12,707
2502
– –
-21,262
2503
– –
-89,795
2504
– –
-10,800
2505
– –
-36,202
2506
– –
-39,525
2507
– –
-51,795
2508
– –
-52,476
2509
– –
-29,498
2510
– –
-61,124
2511
– –
-12,017
2512
– –
-4,711
2513
– –
-14,526
2514
– –
-13,800
2515
– –
-6,849
2516
– –
-60,575
2517
– –
-10,693
2518
– –
-8,108
2519
– –
-50,774
2520
– –
-83,953
2521
– –
-7,331
2522
– –
-12,973
2523
– –
-8,236
2524
– –
-2,024
2525
– –
-7,326
99 100
101
102 103