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
1001
$2.01M 0.01%
61,251
+8,427
1002
$2.01M 0.01%
63,905
-23,749
1003
$2.01M 0.01%
74,540
+19,580
1004
$2M 0.01%
130,635
-7,849
1005
$1.99M 0.01%
34,364
-1,068
1006
$1.99M 0.01%
112,788
-14,020
1007
$1.98M 0.01%
46,784
+6,640
1008
$1.98M 0.01%
217,152
+279
1009
$1.98M 0.01%
119,974
+3,498
1010
$1.97M 0.01%
82,619
+9,212
1011
$1.96M 0.01%
74,205
-4,503
1012
$1.95M 0.01%
79,381
-1,041
1013
$1.94M 0.01%
44,978
+18,103
1014
$1.94M 0.01%
348,569
-227,906
1015
$1.94M 0.01%
224,409
+33,570
1016
$1.94M 0.01%
71,665
+7,098
1017
$1.93M 0.01%
68,253
-12,232
1018
$1.93M 0.01%
41,224
+1,842
1019
$1.93M 0.01%
+44,578
1020
$1.93M 0.01%
23,801
+354
1021
$1.91M 0.01%
+166,730
1022
$1.9M 0.01%
26,442
+2,661
1023
$1.9M 0.01%
+68,170
1024
$1.89M 0.01%
61,163
-3,642
1025
$1.88M 0.01%
28,519
+9,192
39 40
41
42 43