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
526
$6.02M 0.03%
142,929
-9,168
527
$5.99M 0.03%
109,135
+57,377
528
$5.98M 0.03%
171,542
+19,361
529
$5.97M 0.03%
83,669
+15,454
530
$5.96M 0.03%
122,977
+19,285
531
$5.95M 0.03%
14,363
-424
532
$5.95M 0.03%
76,216
-21,245
533
$5.92M 0.03%
+70,084
534
$5.89M 0.03%
329,828
+56,913
535
$5.89M 0.03%
115,512
+25,558
536
$5.87M 0.03%
65,480
-599
537
$5.86M 0.03%
85,294
+4,271
538
$5.85M 0.03%
200,306
+8,267
539
$5.84M 0.03%
43,571
+1,764
540
$5.83M 0.03%
80,366
-62,821
541
$5.82M 0.03%
156,460
-42,748
542
$5.82M 0.03%
58,645
+54,806
543
$5.81M 0.03%
134,183
-1,180
544
$5.81M 0.03%
38,429
-5,249
545
$5.8M 0.03%
+129,952
546
$5.79M 0.03%
91,707
+5,394
547
$5.77M 0.03%
106,650
-1,743
548
$5.77M 0.03%
98,956
+71,254
549
$5.74M 0.03%
396,839
+19,272
550
$5.74M 0.03%
285,255
+12,839
20 21
22
23 24