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
1151
$1.47M 0.01%
13,108
+107
1152
$1.47M 0.01%
8,120
+50
1153
$1.47M 0.01%
80,315
+40,850
1154
$1.45M 0.01%
32,748
+15,914
1155
$1.45M 0.01%
13,723
+1,782
1156
$1.45M 0.01%
199,262
+6,320
1157
$1.44M 0.01%
+28,960
1158
$1.44M 0.01%
21,606
+7,796
1159
$1.43M 0.01%
20,933
+756
1160
$1.43M 0.01%
10,593
-705
1161
$1.43M 0.01%
10,354
-2,281
1162
$1.43M 0.01%
22,860
-4,806
1163
$1.43M 0.01%
12,345
-343
1164
$1.43M 0.01%
23,726
+15
1165
$1.42M 0.01%
80,409
+48,159
1166
$1.4M 0.01%
50,736
+5,395
1167
$1.4M 0.01%
176,500
1168
$1.4M 0.01%
60,000
1169
$1.39M 0.01%
63,713
+3,044
1170
$1.39M 0.01%
+3,572
1171
$1.39M 0.01%
46,823
+39,585
1172
$1.38M 0.01%
77,655
+27,085
1173
$1.38M 0.01%
25,468
-12,971
1174
$1.38M 0.01%
36,855
-1,268
1175
$1.38M 0.01%
91,036
+30,581
45 46
47
48 49