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
551
$5.7M 0.03%
59,956
+9,125
552
$5.7M 0.03%
90,101
-13,733
553
$5.7M 0.03%
280,613
+20,459
554
$5.68M 0.03%
4,754
+550
555
$5.68M 0.03%
254,946
+99,007
556
$5.63M 0.03%
215,068
+38,039
557
$5.62M 0.03%
222,077
+38,356
558
$5.62M 0.03%
109,464
-6,838
559
$5.6M 0.03%
15,351
-157
560
$5.58M 0.03%
260,609
+11,881
561
$5.58M 0.03%
445,142
+90,745
562
$5.55M 0.03%
74,137
+3,367
563
$5.55M 0.03%
112,282
-14,141
564
$5.52M 0.03%
168,828
+9,317
565
$5.51M 0.03%
228,782
-6,093
566
$5.45M 0.03%
215,566
-54,890
567
$5.45M 0.03%
125,218
+11,923
568
$5.43M 0.03%
67,090
-19,367
569
$5.43M 0.03%
166,308
+28,565
570
$5.42M 0.03%
180,362
+9,610
571
$5.42M 0.03%
179,384
+12,602
572
$5.39M 0.02%
107,643
-5,199
573
$5.38M 0.02%
50,597
-6,535
574
$5.37M 0.02%
77,489
-3,912
575
$5.37M 0.02%
64,351
-21,614
21 22
23
24 25