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
1226
$1.22M 0.01%
101,171
+38,594
1227
$1.22M 0.01%
+23,308
1228
$1.22M 0.01%
47,294
-3,232
1229
$1.22M 0.01%
28,365
-410
1230
$1.22M 0.01%
15,104
-3,717
1231
$1.21M 0.01%
176,065
+42,015
1232
$1.21M 0.01%
+66,264
1233
$1.21M 0.01%
86,290
+2,630
1234
$1.2M 0.01%
+21,781
1235
$1.2M 0.01%
+51,334
1236
$1.2M 0.01%
6,995
-2,916
1237
$1.2M 0.01%
51,145
+5,710
1238
$1.2M 0.01%
+69,733
1239
$1.2M 0.01%
57,033
-2,396
1240
$1.2M 0.01%
74,326
+22,570
1241
$1.2M 0.01%
+64,036
1242
$1.2M 0.01%
20,997
+236
1243
$1.2M 0.01%
60,715
-26,683
1244
$1.19M 0.01%
49,000
+5,000
1245
$1.18M 0.01%
12,961
-52,068
1246
$1.18M 0.01%
37,400
+4,990
1247
$1.18M 0.01%
117,557
+16,219
1248
$1.18M 0.01%
72,840
+6,630
1249
$1.18M 0.01%
62,773
-169,553
1250
$1.18M 0.01%
13,004
-981
48 49
50
51 52