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
651
$4.41M 0.02%
45,291
+1,649
652
$4.4M 0.02%
34,927
-3,073
653
$4.39M 0.02%
111,989
+7,554
654
$4.39M 0.02%
+274,771
655
$4.39M 0.02%
200,106
+8,720
656
$4.38M 0.02%
275,134
-1,064
657
$4.38M 0.02%
120,812
-32,216
658
$4.36M 0.02%
106,680
-5,978
659
$4.35M 0.02%
1,364,695
-22,605
660
$4.35M 0.02%
85,058
+6,715
661
$4.34M 0.02%
94,102
-35,601
662
$4.33M 0.02%
155,314
+52,818
663
$4.33M 0.02%
173,202
-9,230
664
$4.33M 0.02%
48,175
+4,112
665
$4.33M 0.02%
399,887
+66,783
666
$4.33M 0.02%
46,209
-917
667
$4.32M 0.02%
62,641
+4,118
668
$4.3M 0.02%
272,332
+8,211
669
$4.29M 0.02%
268,611
+10,303
670
$4.29M 0.02%
207,005
-15,784
671
$4.28M 0.02%
113,912
+29,328
672
$4.27M 0.02%
82,854
+48,235
673
$4.26M 0.02%
65,395
+4,283
674
$4.26M 0.02%
58,143
-4,103
675
$4.25M 0.02%
184,819
+16,475
25 26
27
28 29