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
851
$2.78M 0.01%
34,704
+21,944
852
$2.78M 0.01%
29,865
+95
853
$2.78M 0.01%
62,624
-3,388
854
$2.77M 0.01%
237,065
+50,065
855
$2.77M 0.01%
+76,099
856
$2.77M 0.01%
884,940
-79,894
857
$2.77M 0.01%
+200,130
858
$2.77M 0.01%
58,282
+8,518
859
$2.76M 0.01%
44,597
-5,344
860
$2.75M 0.01%
5,002
-108
861
$2.74M 0.01%
228,066
-53,437
862
$2.74M 0.01%
51,987
+2,134
863
$2.74M 0.01%
84,225
+51,489
864
$2.73M 0.01%
110,694
+100
865
$2.73M 0.01%
32,299
-1,166
866
$2.73M 0.01%
49,036
+30,429
867
$2.7M 0.01%
141,270
+22,365
868
$2.7M 0.01%
30,117
+2,377
869
$2.7M 0.01%
27,825
+3,721
870
$2.69M 0.01%
133,953
+21,594
871
$2.68M 0.01%
43,054
-12,409
872
$2.68M 0.01%
170,961
+18,490
873
$2.68M 0.01%
155,380
+18,307
874
$2.66M 0.01%
92,407
-16,324
875
$2.64M 0.01%
58,437
-10,691
33 34
35
36 37