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
876
$2.64M 0.01%
131,284
+8,686
877
$2.64M 0.01%
81,197
+1,318
878
$2.63M 0.01%
+147,661
879
$2.63M 0.01%
15,938
+2,577
880
$2.63M 0.01%
122,175
+5,638
881
$2.63M 0.01%
167,534
-85
882
$2.63M 0.01%
52,172
-12,864
883
$2.62M 0.01%
49,741
+2,475
884
$2.62M 0.01%
1,054,670
+44,500
885
$2.62M 0.01%
128,480
-5,429
886
$2.61M 0.01%
54,600
-4,000
887
$2.6M 0.01%
88,757
-2,582
888
$2.59M 0.01%
62,598
-3,416
889
$2.58M 0.01%
71,257
-369
890
$2.58M 0.01%
80,725
-10,270
891
$2.57M 0.01%
47,208
+30,110
892
$2.57M 0.01%
35,407
+2,519
893
$2.56M 0.01%
92,766
+3,187
894
$2.56M 0.01%
71,657
+23,224
895
$2.55M 0.01%
142,344
-13,774
896
$2.55M 0.01%
22,178
+5,484
897
$2.55M 0.01%
137,322
-885
898
$2.54M 0.01%
54,772
-1,705
899
$2.54M 0.01%
39,994
+531
900
$2.52M 0.01%
177,943
+28,337
34 35
36
37 38