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
1051
$1.8M 0.01%
24,280
+8,214
1052
$1.8M 0.01%
39,002
+1,314
1053
$1.79M 0.01%
12,284
-271
1054
$1.79M 0.01%
109,660
+16,030
1055
$1.78M 0.01%
21,056
-159,016
1056
$1.78M 0.01%
45,454
-2,336
1057
$1.78M 0.01%
52,845
-25,364
1058
$1.78M 0.01%
26,602
+15,842
1059
$1.78M 0.01%
39,007
+1,778
1060
$1.77M 0.01%
+65,904
1061
$1.77M 0.01%
76,657
-23,472
1062
$1.77M 0.01%
50,140
-13,182
1063
$1.76M 0.01%
6,904
+2,257
1064
$1.76M 0.01%
14,776
+28
1065
$1.75M 0.01%
76,876
-24
1066
$1.74M 0.01%
112,564
-7,124
1067
$1.74M 0.01%
26,846
-2,808
1068
$1.74M 0.01%
50,494
-3,586
1069
$1.74M 0.01%
160,419
-500
1070
$1.73M 0.01%
73,578
+12,931
1071
$1.73M 0.01%
+264,469
1072
$1.72M 0.01%
65,052
+52
1073
$1.72M 0.01%
64,865
+52,744
1074
$1.71M 0.01%
70,853
+20,929
1075
$1.71M 0.01%
165,451
+7,770
41 42
43
44 45