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
776
$3.34M 0.02%
63,874
+48
777
$3.33M 0.02%
81,161
+77,634
778
$3.32M 0.02%
50,730
+3,872
779
$3.31M 0.02%
131,616
+6,033
780
$3.3M 0.02%
3,462
+128
781
$3.3M 0.02%
76,685
+3,034
782
$3.29M 0.02%
+202,456
783
$3.29M 0.02%
58,988
-11,229
784
$3.28M 0.02%
47,900
-658
785
$3.28M 0.02%
58,273
+18,511
786
$3.28M 0.02%
57,295
-218,611
787
$3.28M 0.02%
70,678
+19,411
788
$3.28M 0.02%
66,140
-1,741
789
$3.27M 0.02%
110,660
-9,560
790
$3.27M 0.02%
13,423
+2,665
791
$3.26M 0.02%
131,216
-7,133
792
$3.25M 0.02%
18,059
+1,822
793
$3.25M 0.02%
27,765
+3,451
794
$3.24M 0.02%
108,507
+21,546
795
$3.22M 0.01%
53,970
+2,912
796
$3.21M 0.01%
77,991
-79,704
797
$3.21M 0.01%
3,747
+141
798
$3.2M 0.01%
351,900
-48,367
799
$3.18M 0.01%
49,653
-1,766
800
$3.18M 0.01%
155,430
+17,046
30 31
32
33 34