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
726
$3.77M 0.02%
60,830
+3,399
727
$3.77M 0.02%
112,950
+3,261
728
$3.75M 0.02%
76,514
+38,900
729
$3.74M 0.02%
56,698
-7,720
730
$3.73M 0.02%
56,597
-12,263
731
$3.73M 0.02%
29,034
+1,589
732
$3.72M 0.02%
268,816
+32,468
733
$3.71M 0.02%
274,690
+15,093
734
$3.7M 0.02%
+85,593
735
$3.68M 0.02%
+261,054
736
$3.67M 0.02%
135,949
+6,457
737
$3.65M 0.02%
39,464
+32,102
738
$3.64M 0.02%
264,262
+14,378
739
$3.64M 0.02%
126,346
+5,040
740
$3.63M 0.02%
14,643
-1,310
741
$3.63M 0.02%
+222,672
742
$3.63M 0.02%
139,660
+39,039
743
$3.62M 0.02%
40,060
+8,004
744
$3.62M 0.02%
73,805
+2,389
745
$3.62M 0.02%
359,197
+231,739
746
$3.61M 0.02%
+207,791
747
$3.6M 0.02%
103,389
+54,227
748
$3.58M 0.02%
63,987
-17,235
749
$3.58M 0.02%
201,494
-891
750
$3.57M 0.02%
234,111
+78,978
28 29
30
31 32