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
1351
$975K ﹤0.01%
16,296
+1,647
1352
$971K ﹤0.01%
+34,704
1353
$971K ﹤0.01%
145,683
+127,793
1354
$970K ﹤0.01%
3,678
+171
1355
$970K ﹤0.01%
20,538
+9,459
1356
$965K ﹤0.01%
20,354
+7,537
1357
$964K ﹤0.01%
27,368
+7,022
1358
$964K ﹤0.01%
35,231
-1,426
1359
$963K ﹤0.01%
64,223
+5,290
1360
$959K ﹤0.01%
37,619
-1,059
1361
$958K ﹤0.01%
+24,133
1362
$957K ﹤0.01%
26,797
+15,516
1363
$956K ﹤0.01%
24,385
+10,698
1364
$954K ﹤0.01%
15,494
1365
$954K ﹤0.01%
210,461
+37,253
1366
$953K ﹤0.01%
43,099
+10,074
1367
$952K ﹤0.01%
53,701
-252
1368
$951K ﹤0.01%
28,796
+14,859
1369
$951K ﹤0.01%
16,501
-13,199
1370
$951K ﹤0.01%
37,889
-2,063
1371
$948K ﹤0.01%
21,146
+7,289
1372
$946K ﹤0.01%
+27,417
1373
$942K ﹤0.01%
18,251
+10,471
1374
$940K ﹤0.01%
+25,000
1375
$939K ﹤0.01%
+15,210
53 54
55
56 57