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
1326
$1.01M ﹤0.01%
8,465
-4,427
1327
$1.01M ﹤0.01%
25,863
-3,597
1328
$1.01M ﹤0.01%
12,953
-561
1329
$1.01M ﹤0.01%
36,751
+7,127
1330
$1M ﹤0.01%
37,942
-2,488
1331
$1M ﹤0.01%
7,639
-390
1332
$1M ﹤0.01%
40,971
-5,632
1333
$1M ﹤0.01%
21,724
-15,063
1334
$998K ﹤0.01%
90,964
+3,029
1335
$998K ﹤0.01%
5,985
+424
1336
$998K ﹤0.01%
75,175
+44,977
1337
$997K ﹤0.01%
40,847
+5,461
1338
$996K ﹤0.01%
29,630
-408
1339
$992K ﹤0.01%
40,379
-845
1340
$992K ﹤0.01%
+75,906
1341
$987K ﹤0.01%
21,872
+1,156
1342
$983K ﹤0.01%
31,471
+7,407
1343
$981K ﹤0.01%
77,578
-5,164
1344
$981K ﹤0.01%
33,087
+255
1345
$980K ﹤0.01%
+41,191
1346
$979K ﹤0.01%
+38,902
1347
$979K ﹤0.01%
+39,371
1348
$978K ﹤0.01%
32,815
+566
1349
$977K ﹤0.01%
30,251
-448
1350
$976K ﹤0.01%
+44,792
52 53
54
55 56