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
101
$53.7M 0.25%
1,251,839
+1,055,063
102
$53.2M 0.25%
1,474,520
+381,908
103
$52.1M 0.24%
240,304
+16,341
104
$51.3M 0.24%
452,955
-16,857
105
$50.7M 0.23%
453,940
-49,990
106
$50.5M 0.23%
1,412,020
+152,680
107
$50.2M 0.23%
396,825
+27,293
108
$49.1M 0.23%
1,199,172
+118,906
109
$48.9M 0.23%
1,334,546
+1,205,157
110
$47.7M 0.22%
362,771
-9,855
111
$46M 0.21%
592,623
+82,704
112
$45.5M 0.21%
193,526
-1,249
113
$45M 0.21%
+508,062
114
$44.9M 0.21%
1,668,302
-26,756
115
$44.8M 0.21%
271,011
+33,256
116
$44.3M 0.21%
836,006
+21,748
117
$44.3M 0.21%
411,496
-13,634
118
$44.2M 0.2%
1,431,680
+232,738
119
$43.6M 0.2%
784,314
+22,446
120
$42.9M 0.2%
506,765
+116,848
121
$42.2M 0.2%
673,253
+69,912
122
$41.3M 0.19%
1,094,954
+214,879
123
$41.3M 0.19%
427,698
+51,883
124
$40.7M 0.19%
1,198,135
+103,653
125
$40.3M 0.19%
548,478
+20,877
3 4
5
6 7