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
476
$7.04M 0.03%
219,779
+18,868
477
$7.03M 0.03%
91,932
-445,510
478
$7.02M 0.03%
+262,080
479
$6.98M 0.03%
76,090
+14,641
480
$6.96M 0.03%
224,934
+111,997
481
$6.95M 0.03%
103,406
+17,210
482
$6.92M 0.03%
+81,244
483
$6.9M 0.03%
152,290
+3,272
484
$6.89M 0.03%
75,944
+61
485
$6.86M 0.03%
276,007
+265,526
486
$6.8M 0.03%
75,469
+11,750
487
$6.79M 0.03%
+131,783
488
$6.77M 0.03%
144,282
+12,246
489
$6.75M 0.03%
132,925
-800
490
$6.74M 0.03%
140,205
+6,053
491
$6.74M 0.03%
144,513
+3,399
492
$6.73M 0.03%
206,661
+38,857
493
$6.73M 0.03%
227,902
+16,226
494
$6.71M 0.03%
144,132
+34,207
495
$6.7M 0.03%
55,647
-4,437
496
$6.66M 0.03%
208,772
+4,916
497
$6.66M 0.03%
42,194
+5,874
498
$6.65M 0.03%
151,623
+2,044
499
$6.65M 0.03%
263,434
+68,168
500
$6.65M 0.03%
166,287
+7,286
18 19
20
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