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
2526
– –
-8,811
2527
– –
-11,825
2528
– –
-23,599
2529
– –
-27,408
2530
– –
-26,557
2531
– –
-9,849
2532
– –
-6,555
2533
– –
-7,755
2534
– –
-11,945
2535
– –
-190,334
2536
– –
-10,735
2537
– –
-5,696
2538
– –
-24,200
2539
– –
-129,730
2540
– –
-44,289
2541
– –
-13,530
2542
– –
-10,427
2543
– –
-1,000
2544
– –
-7,144
2545
– –
-12,567
2546
– –
-9,410
2547
– –
-174
2548
– –
-2,611
2549
– –
-14,936
2550
– –
-727
99 100 101
102
103