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
701
$4.01M 0.02%
202,345
+14,810
702
$4.01M 0.02%
254,492
-208
703
$4M 0.02%
86,571
-1,364
704
$4M 0.02%
447,124
+2,058
705
$3.98M 0.02%
93,867
-8,142
706
$3.97M 0.02%
162,681
+24,552
707
$3.95M 0.02%
375,773
+15,036
708
$3.93M 0.02%
17,214
+796
709
$3.92M 0.02%
+78,399
710
$3.91M 0.02%
124,472
+30,308
711
$3.9M 0.02%
246,227
-596
712
$3.9M 0.02%
3,001
+920
713
$3.9M 0.02%
278,924
+88,883
714
$3.9M 0.02%
52,602
+5,319
715
$3.89M 0.02%
63,786
+3,753
716
$3.89M 0.02%
99,473
-10,279
717
$3.89M 0.02%
40,573
+118
718
$3.87M 0.02%
23,972
+2,098
719
$3.87M 0.02%
55,331
-3,257
720
$3.86M 0.02%
145,445
+727
721
$3.84M 0.02%
16,902
-6,388
722
$3.81M 0.02%
121,079
+43,068
723
$3.79M 0.02%
113,461
+313
724
$3.79M 0.02%
+340,000
725
$3.78M 0.02%
105,958
+38,656
27 28
29
30 31