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
2551
– –
-29,498
2552
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-61,124
2553
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-4,038
2554
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-175,879
2555
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-39,531
2556
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-10,000
2557
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-42,600
2558
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-53,727
2559
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-211,780
2560
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-10,500
2561
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-18,310
2562
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-24,500
2563
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-12,000
2564
– –
-24,432
2565
– –
-49,793
2566
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-11,260
2567
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-10,540
2568
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-6,412
2569
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-8,349
2570
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-224,376
2571
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-49,435
2572
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-335,140
2573
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-10,170
2574
– –
-16,660
2575
– –
-47,367
99 100 101 102
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