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
76
$69.3M 0.32%
914,293
-60,245
77
$67.6M 0.31%
1,684,667
+1,182,415
78
$67.5M 0.31%
618,916
-84,011
79
$66.4M 0.31%
1,690,350
+198,690
80
$66.4M 0.31%
+797,529
81
$66.2M 0.31%
2,263,753
-30,797
82
$66M 0.31%
450,615
+27,549
83
$65.8M 0.3%
1,149,818
-179,771
84
$65.3M 0.3%
1,168,913
+26,171
85
$64.9M 0.3%
1,580,452
+173,886
86
$63.4M 0.29%
380,434
-4,812
87
$63.1M 0.29%
588,538
+369,090
88
$62.2M 0.29%
+726,118
89
$61.7M 0.29%
597,869
+85,613
90
$60.7M 0.28%
+797,291
91
$60.5M 0.28%
822,864
+27,207
92
$60.1M 0.28%
414,109
-1,456
93
$60M 0.28%
441,078
+40,264
94
$58.6M 0.27%
1,343,230
+26,421
95
$56M 0.26%
940,256
-52,008
96
$55.9M 0.26%
710,307
-95,041
97
$55.9M 0.26%
978,616
+52,820
98
$55.7M 0.26%
632,247
-10,982
99
$55.1M 0.25%
645,543
-82,614
100
$54.8M 0.25%
398,878
-229,972
2 3
4
5 6