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
1451
$836K ﹤0.01%
25,405
+3,686
1452
$836K ﹤0.01%
78,170
+755
1453
$835K ﹤0.01%
20,176
+5,035
1454
$835K ﹤0.01%
+68,283
1455
$834K ﹤0.01%
17,020
-5,364
1456
$834K ﹤0.01%
7,719
+3,013
1457
$833K ﹤0.01%
+75,192
1458
$831K ﹤0.01%
+33,165
1459
$831K ﹤0.01%
14,830
-2
1460
$827K ﹤0.01%
63,581
-6,216
1461
$827K ﹤0.01%
65,406
+122
1462
$826K ﹤0.01%
10,777
+95
1463
$826K ﹤0.01%
17,578
-108
1464
$825K ﹤0.01%
66,120
+1,776
1465
$825K ﹤0.01%
+8,667
1466
$824K ﹤0.01%
13,706
-24,772
1467
$823K ﹤0.01%
22,312
+176
1468
$823K ﹤0.01%
98,262
-1,183
1469
$822K ﹤0.01%
23,188
+1,351
1470
$820K ﹤0.01%
36,804
+2,470
1471
$820K ﹤0.01%
60,430
-2,625
1472
$820K ﹤0.01%
+46,012
1473
$819K ﹤0.01%
20,791
-50
1474
$814K ﹤0.01%
15,130
-5,971
1475
$813K ﹤0.01%
43,548
+3,487
57 58
59
60 61