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
1026
$1.88M 0.01%
52,649
+1,168
1027
$1.88M 0.01%
76,627
+29,339
1028
$1.87M 0.01%
87,437
-37,300
1029
$1.86M 0.01%
21,075
-183
1030
$1.86M 0.01%
495,346
+292,405
1031
$1.85M 0.01%
38,710
-1,121
1032
$1.85M 0.01%
283,679
-12,558
1033
$1.85M 0.01%
34,204
+2,492
1034
$1.85M 0.01%
23,923
+3,056
1035
$1.84M 0.01%
11,140
+190
1036
$1.84M 0.01%
6,358
+2,852
1037
$1.84M 0.01%
40,134
+570
1038
$1.84M 0.01%
19,820
+917
1039
$1.84M 0.01%
40,998
-29,178
1040
$1.84M 0.01%
123,251
+21,993
1041
$1.83M 0.01%
+45,982
1042
$1.83M 0.01%
90,000
1043
$1.82M 0.01%
113,176
+26,890
1044
$1.82M 0.01%
61,432
-4,695
1045
$1.82M 0.01%
19,284
-3,594
1046
$1.82M 0.01%
213,521
+92,902
1047
$1.81M 0.01%
40,092
-2,443
1048
$1.81M 0.01%
82,880
-4,620
1049
$1.81M 0.01%
146,257
+29,201
1050
$1.81M 0.01%
153,446
+16,968
40 41
42
43 44