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
626
$4.8M 0.02%
121,437
-11,141
627
$4.79M 0.02%
33,617
+742
628
$4.79M 0.02%
104,671
+5,357
629
$4.78M 0.02%
143,877
-294
630
$4.78M 0.02%
459,256
-5,053
631
$4.76M 0.02%
240,271
+13,269
632
$4.74M 0.02%
5,656
-67
633
$4.71M 0.02%
57,813
-23,326
634
$4.71M 0.02%
150,150
+4,125
635
$4.7M 0.02%
687,524
-19,780
636
$4.66M 0.02%
134,354
-18,081
637
$4.64M 0.02%
522,470
+27,488
638
$4.63M 0.02%
64,036
+3,132
639
$4.58M 0.02%
60,195
+40,890
640
$4.58M 0.02%
72,181
+3,156
641
$4.56M 0.02%
97,466
+151
642
$4.53M 0.02%
92,297
+1,287
643
$4.53M 0.02%
178,576
+13,629
644
$4.5M 0.02%
123,346
+68,656
645
$4.48M 0.02%
165,647
+84,813
646
$4.46M 0.02%
+695,147
647
$4.44M 0.02%
115,970
+31,586
648
$4.43M 0.02%
40,134
+33,670
649
$4.43M 0.02%
24,756
+5,109
650
$4.42M 0.02%
58,443
+3,673
24 25
26
27 28