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
951
$2.21M 0.01%
+50,095
952
$2.21M 0.01%
44,106
-1,113
953
$2.19M 0.01%
78,183
+124
954
$2.18M 0.01%
49,133
-1,293
955
$2.18M 0.01%
123,090
+4,938
956
$2.17M 0.01%
63,559
-4,246
957
$2.17M 0.01%
202,530
+45,730
958
$2.15M 0.01%
70,398
-888
959
$2.15M 0.01%
374,444
+53,234
960
$2.15M 0.01%
57,340
+23,860
961
$2.14M 0.01%
154,248
-140,586
962
$2.14M 0.01%
128,899
+79,739
963
$2.14M 0.01%
60,615
+375
964
$2.14M 0.01%
138,637
+10,448
965
$2.14M 0.01%
13,470
+5,677
966
$2.13M 0.01%
50,594
-11,310
967
$2.13M 0.01%
372,303
+39,419
968
$2.13M 0.01%
165,703
+13,600
969
$2.13M 0.01%
13,150
-6,239
970
$2.12M 0.01%
92,582
+80,859
971
$2.11M 0.01%
142,206
+19,561
972
$2.11M 0.01%
52,649
-8,231
973
$2.11M 0.01%
62,901
-7,119
974
$2.1M 0.01%
45,655
-111,251
975
$2.1M 0.01%
109,634
-17,524
37 38
39
40 41