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
401
$8.86M 0.04%
680,236
+57,681
402
$8.86M 0.04%
186,615
+40,450
403
$8.85M 0.04%
63,919
+2,995
404
$8.81M 0.04%
78,679
+5,161
405
$8.79M 0.04%
165,119
-1,172
406
$8.78M 0.04%
327,605
+19,512
407
$8.75M 0.04%
342,763
+27,849
408
$8.73M 0.04%
1,038,820
-254,050
409
$8.73M 0.04%
332,785
-62,940
410
$8.73M 0.04%
107,612
+1,504
411
$8.67M 0.04%
203,597
+97,944
412
$8.64M 0.04%
279,492
+66,753
413
$8.59M 0.04%
370,362
-1,930
414
$8.54M 0.04%
110,804
+11,405
415
$8.39M 0.04%
387,550
+224,617
416
$8.39M 0.04%
155,136
+91,860
417
$8.31M 0.04%
512,736
+439,363
418
$8.3M 0.04%
109,420
+4,670
419
$8.28M 0.04%
354,336
-211,891
420
$8.25M 0.04%
133,428
+7,015
421
$8.23M 0.04%
128,992
-4,513
422
$8.22M 0.04%
128,135
+7,577
423
$8.17M 0.04%
195,226
+8,838
424
$8.15M 0.04%
154,188
-188,002
425
$8.14M 0.04%
122,787
+17,075
15 16
17
18 19