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
1201
$1.31M 0.01%
61,262
+1,721
1202
$1.3M 0.01%
43,764
-10,870
1203
$1.3M 0.01%
13,195
1204
$1.3M 0.01%
+18,857
1205
$1.29M 0.01%
309,238
+245,965
1206
$1.29M 0.01%
18,381
-366
1207
$1.29M 0.01%
47,236
+9,646
1208
$1.28M 0.01%
27,995
+909
1209
$1.28M 0.01%
+21,278
1210
$1.27M 0.01%
129,844
+4,681
1211
$1.27M 0.01%
20,142
+3,297
1212
$1.27M 0.01%
192,780
1213
$1.27M 0.01%
295,122
+5,766
1214
$1.25M 0.01%
+45,366
1215
$1.25M 0.01%
40,496
+3,522
1216
$1.25M 0.01%
30,463
+8,332
1217
$1.25M 0.01%
42,453
+6,194
1218
$1.25M 0.01%
73,146
-4,320
1219
$1.25M 0.01%
+75,000
1220
$1.24M 0.01%
64,710
-1,220
1221
$1.24M 0.01%
43,105
+739
1222
$1.24M 0.01%
30,700
+2,256
1223
$1.23M 0.01%
77,319
+40,902
1224
$1.23M 0.01%
17,395
-3,058
1225
$1.23M 0.01%
57,406
+11,001
47 48
49
50 51