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
326
$11.8M 0.05%
176,171
+129,877
327
$11.8M 0.05%
1,499,627
+80,418
328
$11.7M 0.05%
246,355
+16,659
329
$11.7M 0.05%
791,570
+33,790
330
$11.6M 0.05%
61,333
-28,842
331
$11.6M 0.05%
388,643
-57,328
332
$11.5M 0.05%
246,150
+17,212
333
$11.4M 0.05%
203,604
+17,708
334
$11.4M 0.05%
76,729
+6,878
335
$11.2M 0.05%
140,829
-1,335
336
$11.1M 0.05%
409,430
-21,099
337
$11M 0.05%
103,167
+35,253
338
$11M 0.05%
131,279
-694
339
$11M 0.05%
97,478
-5,630
340
$11M 0.05%
229,506
-763
341
$10.9M 0.05%
195,575
+66,759
342
$10.8M 0.05%
285,528
+35,316
343
$10.8M 0.05%
90,191
-1,938
344
$10.8M 0.05%
231,208
+8,357
345
$10.8M 0.05%
334,622
-9,195
346
$10.7M 0.05%
432,538
+249,215
347
$10.7M 0.05%
247,103
+40,967
348
$10.7M 0.05%
111,380
-456
349
$10.6M 0.05%
166,593
+20,259
350
$10.6M 0.05%
133,241
-3,340
12 13
14
15 16