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
501
$6.63M 0.03%
+260,988
502
$6.62M 0.03%
77,190
+23,874
503
$6.58M 0.03%
457,682
-137,500
504
$6.57M 0.03%
69,915
+4,887
505
$6.57M 0.03%
96,156
+6,429
506
$6.5M 0.03%
282,788
+76,312
507
$6.48M 0.03%
161,080
+10,646
508
$6.44M 0.03%
578,173
-15,430
509
$6.41M 0.03%
122,107
+35,657
510
$6.39M 0.03%
141,843
+43,942
511
$6.34M 0.03%
113,240
+30,681
512
$6.33M 0.03%
333,006
+91,218
513
$6.32M 0.03%
+58,911
514
$6.31M 0.03%
199,481
+38,106
515
$6.23M 0.03%
87,304
+4,181
516
$6.2M 0.03%
+129,010
517
$6.16M 0.03%
+46,901
518
$6.15M 0.03%
123,855
+4,076
519
$6.14M 0.03%
199,859
+159,935
520
$6.12M 0.03%
154,356
-88,131
521
$6.11M 0.03%
161,744
+7,239
522
$6.09M 0.03%
1,036,900
-73,085
523
$6.08M 0.03%
318,004
+82,727
524
$6.08M 0.03%
238,110
+14,521
525
$6.05M 0.03%
240,668
+14,993
19 20
21
22 23