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
451
$7.58M 0.04%
158,926
+12,201
452
$7.57M 0.04%
100,887
-1,540
453
$7.54M 0.03%
40,408
-2,238
454
$7.46M 0.03%
27,422
+3,855
455
$7.46M 0.03%
124,885
+7,089
456
$7.44M 0.03%
64,606
+40,923
457
$7.43M 0.03%
274,575
+2,242
458
$7.42M 0.03%
38,664
+14,019
459
$7.41M 0.03%
96,607
+47,912
460
$7.41M 0.03%
103,248
+16,804
461
$7.4M 0.03%
258,417
+17,258
462
$7.4M 0.03%
128,354
+7,135
463
$7.37M 0.03%
70,793
+23,892
464
$7.37M 0.03%
136,125
+3,297
465
$7.35M 0.03%
123,514
+10,504
466
$7.35M 0.03%
136,397
+99,305
467
$7.33M 0.03%
73,733
+8,201
468
$7.33M 0.03%
56,610
+9,384
469
$7.27M 0.03%
181,052
-7,870
470
$7.27M 0.03%
274,128
+57,049
471
$7.26M 0.03%
104,869
+5,181
472
$7.22M 0.03%
105,848
+43,322
473
$7.19M 0.03%
353,911
+72,612
474
$7.12M 0.03%
170,869
+7,987
475
$7.07M 0.03%
190,984
+2,203
17 18
19
20 21