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
351
$10.5M 0.05%
296,598
-46,022
352
$10.5M 0.05%
946,564
-40,868
353
$10.5M 0.05%
115,808
-16,118
354
$10.5M 0.05%
97,100
+857
355
$10.5M 0.05%
8,396
+230
356
$10.3M 0.05%
518,740
-3,426
357
$10.2M 0.05%
205,019
+183,502
358
$10.1M 0.05%
550,471
+2,870
359
$10M 0.05%
126,145
+5,254
360
$10M 0.05%
239,640
+66,280
361
$9.99M 0.05%
207,073
+95,072
362
$9.98M 0.05%
208,481
+58,649
363
$9.96M 0.05%
226,545
+36,225
364
$9.87M 0.05%
205,150
+16,583
365
$9.85M 0.05%
119,882
+32,989
366
$9.83M 0.05%
123,923
+6,021
367
$9.76M 0.05%
465,245
-5,141,617
368
$9.61M 0.04%
190,116
-2,574
369
$9.59M 0.04%
148,349
+48,222
370
$9.59M 0.04%
94,772
+50,923
371
$9.56M 0.04%
165,403
+858
372
$9.56M 0.04%
967,388
+100,476
373
$9.55M 0.04%
301,099
-5,788
374
$9.54M 0.04%
267,784
+71,049
375
$9.51M 0.04%
140,105
+34,365
13 14
15
16 17