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
376
$9.47M 0.04%
89,898
+13,256
377
$9.46M 0.04%
666,541
+147,785
378
$9.44M 0.04%
470,473
+95,863
379
$9.4M 0.04%
207,509
+38,193
380
$9.36M 0.04%
187,691
-15,285
381
$9.33M 0.04%
232,733
+11,309
382
$9.33M 0.04%
217,697
+36,195
383
$9.28M 0.04%
270,025
+2,771
384
$9.27M 0.04%
63,261
+37,100
385
$9.24M 0.04%
167,585
-6,944
386
$9.24M 0.04%
147,474
-15,469
387
$9.22M 0.04%
127,921
-7,567
388
$9.17M 0.04%
255,714
+11,362
389
$9.17M 0.04%
74,075
+137
390
$9.14M 0.04%
774,176
+100,790
391
$9.13M 0.04%
516,979
-12,418
392
$9.02M 0.04%
+301,147
393
$8.99M 0.04%
99,034
+36,258
394
$8.97M 0.04%
213,396
+31,608
395
$8.97M 0.04%
245,333
-840
396
$8.94M 0.04%
+176,773
397
$8.94M 0.04%
132,454
+128,504
398
$8.94M 0.04%
977,030
+304,200
399
$8.92M 0.04%
198,038
-37,850
400
$8.91M 0.04%
85,200
-5,629
14 15
16
17 18