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
51
$88.1M 0.41%
948,274
+125,850
52
$87.6M 0.41%
1,290,386
-60,198
53
$85.6M 0.4%
3,518,766
+1,261,569
54
$85.4M 0.4%
851,526
+60,115
55
$84.9M 0.39%
+837,448
56
$84.3M 0.39%
748,405
-3,595
57
$84.2M 0.39%
339,169
-5,026
58
$84M 0.39%
923,176
-4,032
59
$83.4M 0.39%
576,145
-6,994
60
$83.1M 0.38%
562,334
+13,158
61
$80.8M 0.37%
728,935
+13,913
62
$80.1M 0.37%
1,012,647
+39,478
63
$78.8M 0.36%
+2,159,484
64
$78.2M 0.36%
513,925
+82,331
65
$77.2M 0.36%
2,369,468
+53,776
66
$76.8M 0.36%
2,107,931
-58,124
67
$76.5M 0.35%
669,376
+135,777
68
$76.1M 0.35%
1,418,633
+136,802
69
$75.5M 0.35%
1,446,645
+314,113
70
$73.4M 0.34%
841,624
-43,609
71
$73.4M 0.34%
1,370,060
+103,316
72
$71.9M 0.33%
2,032,727
+262,511
73
$71.8M 0.33%
1,041,686
+181,475
74
$71.8M 0.33%
837,213
+74,296
75
$70.7M 0.33%
642,675
-25,853
1 2
3
4 5