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 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
– –
-56,558
2527
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-21,477
2528
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-20,000
2529
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-14,082
2530
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-617
2531
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-15,839
2532
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-6,186
2533
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-21,400
2534
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-4,993
2535
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-18,110
2536
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-14,485
2537
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-40,377
2538
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-15,292
2539
– –
-7,782
2540
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-13,000
2541
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-28,090
2542
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-28,245
2543
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-12,707
2544
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-21,262
2545
– –
-89,795
2546
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-10,800
2547
– –
-36,202
2548
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-39,525
2549
– –
-51,795
2550
– –
-52,476
99 100 101
102
103