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
1126
$1.54M 0.01%
85,632
-37,485
1127
$1.54M 0.01%
32,148
-2,541
1128
$1.54M 0.01%
62,333
+25,780
1129
$1.53M 0.01%
32,772
+21,950
1130
$1.52M 0.01%
44,353
-3,920
1131
$1.52M 0.01%
31,625
-159
1132
$1.52M 0.01%
10,934
-1,607
1133
$1.51M 0.01%
15,427
+12,113
1134
$1.51M 0.01%
72,679
-16,505
1135
$1.51M 0.01%
91,666
+6,427
1136
$1.51M 0.01%
21,135
+15,790
1137
$1.51M 0.01%
15,473
-299
1138
$1.5M 0.01%
+54,037
1139
$1.5M 0.01%
35,213
-3,889
1140
$1.5M 0.01%
15,398
+10,029
1141
$1.5M 0.01%
87,282
+31,401
1142
$1.5M 0.01%
136,478
-10,110
1143
$1.49M 0.01%
114,180
+20,076
1144
$1.48M 0.01%
133,588
+16,030
1145
$1.48M 0.01%
44,729
+1,401
1146
$1.48M 0.01%
+58,118
1147
$1.47M 0.01%
100,110
-2,853
1148
$1.47M 0.01%
22,902
-222,113
1149
$1.47M 0.01%
200,096
-15,874
1150
$1.47M 0.01%
+71,784
44 45
46
47 48