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
601
$5.09M 0.02%
133,327
+118,190
602
$5.08M 0.02%
276,787
+36,743
603
$5.08M 0.02%
148,342
+8,138
604
$5.07M 0.02%
45,160
+37,240
605
$5.06M 0.02%
363,913
+19,831
606
$5.05M 0.02%
4,297,800
-1,672,800
607
$5.05M 0.02%
97,980
+4,074
608
$5.04M 0.02%
102,188
-8,734
609
$4.98M 0.02%
75,002
+2,995
610
$4.98M 0.02%
218,418
+12,330
611
$4.98M 0.02%
112,640
-5,362
612
$4.97M 0.02%
147,719
+69,739
613
$4.96M 0.02%
250,341
-34,624
614
$4.91M 0.02%
56,789
-3,668
615
$4.91M 0.02%
194,115
+33,952
616
$4.91M 0.02%
85,008
-2,107
617
$4.89M 0.02%
60,085
-16,639
618
$4.88M 0.02%
98,338
-1,098
619
$4.86M 0.02%
70,827
-319
620
$4.85M 0.02%
+125,659
621
$4.83M 0.02%
245,210
+19,439
622
$4.83M 0.02%
62,385
-12,713
623
$4.83M 0.02%
350,759
+14,969
624
$4.83M 0.02%
62,664
+9,410
625
$4.8M 0.02%
38,407
-618
23 24
25
26 27