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
426
$8.13M 0.04%
199,916
+23,742
427
$8.08M 0.04%
929,325
+64,818
428
$8.05M 0.04%
80,528
+46,482
429
$8M 0.04%
164,629
+7,021
430
$8M 0.04%
328,185
-23,465
431
$7.99M 0.04%
140,080
-39,140
432
$7.98M 0.04%
535,324
+37,356
433
$7.97M 0.04%
78,818
-7,083
434
$7.95M 0.04%
177,574
+1,201
435
$7.88M 0.04%
105,148
+79,633
436
$7.86M 0.04%
92,274
+76,964
437
$7.82M 0.04%
149,565
+26,991
438
$7.8M 0.04%
96,918
-542,411
439
$7.78M 0.04%
99,788
-35,155
440
$7.77M 0.04%
4,572,509
+9,874
441
$7.74M 0.04%
106,186
-46,643
442
$7.73M 0.04%
71,956
+15,546
443
$7.72M 0.04%
223,290
-10,574
444
$7.71M 0.04%
54,793
-3,830
445
$7.7M 0.04%
130,277
-17,157
446
$7.66M 0.04%
95,095
-683
447
$7.65M 0.04%
294,977
+3,483
448
$7.64M 0.04%
311,287
+31,660
449
$7.63M 0.04%
67,649
+6,656
450
$7.61M 0.04%
66,820
-9,351
16 17
18
19 20