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
576
$5.34M 0.02%
229,359
+890
577
$5.34M 0.02%
80,415
+57,262
578
$5.34M 0.02%
132,967
-19,087
579
$5.32M 0.02%
125,556
+7,485
580
$5.32M 0.02%
23,252
+8,418
581
$5.31M 0.02%
113,933
+6,460
582
$5.29M 0.02%
161,546
+17,947
583
$5.28M 0.02%
125,294
+17,117
584
$5.27M 0.02%
66,347
+3,798
585
$5.23M 0.02%
183,130
+10,206
586
$5.21M 0.02%
118,440
+7,872
587
$5.21M 0.02%
53,695
+582
588
$5.21M 0.02%
+139,990
589
$5.19M 0.02%
+142,965
590
$5.19M 0.02%
37,735
+762
591
$5.18M 0.02%
60,351
+4,274
592
$5.17M 0.02%
211,995
-650,456
593
$5.15M 0.02%
191,133
+111,624
594
$5.15M 0.02%
91,893
-86,649
595
$5.14M 0.02%
60,974
+752
596
$5.12M 0.02%
100,060
-2,305
597
$5.11M 0.02%
209,473
+192,877
598
$5.11M 0.02%
90,253
-570
599
$5.1M 0.02%
138,008
+10,664
600
$5.1M 0.02%
30,813
-8,497
22 23
24
25 26