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
1176
$1.37M 0.01%
178,907
-3,524
1177
$1.37M 0.01%
35,402
-3,909
1178
$1.37M 0.01%
+62,258
1179
$1.37M 0.01%
48,322
-9,346
1180
$1.36M 0.01%
52,091
-4,281
1181
$1.36M 0.01%
10,410
+977
1182
$1.35M 0.01%
49,431
+11,072
1183
$1.35M 0.01%
+64,108
1184
$1.35M 0.01%
41,809
-2,787
1185
$1.35M 0.01%
19,290
+16,308
1186
$1.35M 0.01%
20,162
+15,937
1187
$1.35M 0.01%
20,458
+16,940
1188
$1.34M 0.01%
27,858
+1,572
1189
$1.33M 0.01%
48,804
-214
1190
$1.33M 0.01%
50,779
-7,912
1191
$1.33M 0.01%
29,674
+423
1192
$1.33M 0.01%
24,338
+2,564
1193
$1.32M 0.01%
41,911
+19,843
1194
$1.32M 0.01%
28,540
-24,371
1195
$1.32M 0.01%
14,065
-15,842
1196
$1.32M 0.01%
12,844
+330
1197
$1.32M 0.01%
53,448
+6,933
1198
$1.32M 0.01%
11,409
-249
1199
$1.31M 0.01%
+70,515
1200
$1.31M 0.01%
17,016
-1,875
46 47
48
49 50