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
676
$4.24M 0.02%
28,916
-1,849
677
$4.24M 0.02%
+115,490
678
$4.24M 0.02%
110,378
+48,639
679
$4.24M 0.02%
102,191
-47
680
$4.23M 0.02%
166,821
+7,249
681
$4.21M 0.02%
92,460
-13,104
682
$4.2M 0.02%
65,957
+686
683
$4.19M 0.02%
190,742
+8,228
684
$4.18M 0.02%
150,280
-5,700
685
$4.17M 0.02%
70,744
-172
686
$4.17M 0.02%
679,864
+16,168
687
$4.13M 0.02%
167,467
+7,076
688
$4.13M 0.02%
57,544
+3,772
689
$4.1M 0.02%
131,032
+83,099
690
$4.08M 0.02%
82,515
+60,967
691
$4.07M 0.02%
53,058
-10,949
692
$4.07M 0.02%
217,364
+11,196
693
$4.07M 0.02%
+62,348
694
$4.07M 0.02%
135,571
-134
695
$4.07M 0.02%
90,478
+3,764
696
$4.05M 0.02%
80,005
+3,854
697
$4.05M 0.02%
3,289
+290
698
$4.05M 0.02%
1,322
+71
699
$4.04M 0.02%
46,266
+5,529
700
$4.01M 0.02%
325,636
+102,031
26 27
28
29 30