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
1401
$897K ﹤0.01%
183,069
+7,070
1402
$895K ﹤0.01%
9,013
+145
1403
$894K ﹤0.01%
+47,373
1404
$893K ﹤0.01%
+21,562
1405
$892K ﹤0.01%
9,737
+1,635
1406
$892K ﹤0.01%
22,420
-2,071
1407
$891K ﹤0.01%
22,929
+18,663
1408
$890K ﹤0.01%
+61,989
1409
$887K ﹤0.01%
53,389
-17,294
1410
$885K ﹤0.01%
14,366
1411
$885K ﹤0.01%
14,578
+2,931
1412
$884K ﹤0.01%
8,293
+1,207
1413
$884K ﹤0.01%
+7,110
1414
$883K ﹤0.01%
495
+32
1415
$882K ﹤0.01%
34,130
+2,766
1416
$882K ﹤0.01%
25,390
+9,618
1417
$882K ﹤0.01%
14,485
-7,966
1418
$881K ﹤0.01%
+18,027
1419
$880K ﹤0.01%
+30,917
1420
$879K ﹤0.01%
109,000
+18,350
1421
$877K ﹤0.01%
159,722
-51,369
1422
$877K ﹤0.01%
+73,085
1423
$875K ﹤0.01%
+71,680
1424
$873K ﹤0.01%
25,398
+1,642
1425
$871K ﹤0.01%
75,676
-13,612
55 56
57
58 59