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
901
$2.52M 0.01%
151,638
-5,619
902
$2.51M 0.01%
47,311
+10,794
903
$2.5M 0.01%
53,512
-6,109
904
$2.49M 0.01%
180,200
+65,800
905
$2.49M 0.01%
39,246
-13,794
906
$2.49M 0.01%
15,904
-13,350
907
$2.48M 0.01%
279,791
+168,300
908
$2.48M 0.01%
225,085
+114,380
909
$2.48M 0.01%
84,089
+1,526
910
$2.48M 0.01%
56,748
+983
911
$2.48M 0.01%
54,580
-5,445
912
$2.47M 0.01%
77,176
-54,565
913
$2.47M 0.01%
72,685
+1,598
914
$2.46M 0.01%
121,253
-9,892
915
$2.46M 0.01%
47,035
-1,229
916
$2.46M 0.01%
90,500
-16
917
$2.45M 0.01%
36,490
-69,191
918
$2.45M 0.01%
21,376
-2,001
919
$2.45M 0.01%
155,687
-875
920
$2.44M 0.01%
28,517
-292
921
$2.43M 0.01%
158,294
+10,451
922
$2.43M 0.01%
+2,310,000
923
$2.4M 0.01%
155,174
-39,173
924
$2.4M 0.01%
41,062
+1,769
925
$2.4M 0.01%
98,216
+5,494
35 36
37
38 39