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
126
$39.3M 0.18%
466,491
+19,991
127
$38.9M 0.18%
438,767
+84,782
128
$38.4M 0.18%
1,011,321
+830,844
129
$38.1M 0.18%
481,715
+2,531
130
$38.1M 0.18%
+164,734
131
$38M 0.18%
1,344,243
+65,806
132
$37.5M 0.17%
579,447
-29,948
133
$37.4M 0.17%
512,935
-221,606
134
$37.4M 0.17%
358,811
-16,131
135
$36.3M 0.17%
756,699
+71,012
136
$36M 0.17%
258,889
-74,882
137
$35.7M 0.17%
330,800
+1,993
138
$35.3M 0.16%
580,669
-65,612
139
$35.1M 0.16%
230,397
+27,309
140
$34.6M 0.16%
307,410
+30,651
141
$34.4M 0.16%
303,323
+123,580
142
$34.2M 0.16%
2,575,089
+265,758
143
$33.8M 0.16%
256,444
+7,809
144
$33.5M 0.16%
417,257
+28,703
145
$33.3M 0.15%
280,625
+408
146
$33.1M 0.15%
360,599
+57,967
147
$33.1M 0.15%
726,291
+51,901
148
$32.6M 0.15%
215,014
-29,626
149
$32.6M 0.15%
648,414
+11,711
150
$32.5M 0.15%
365,248
+34,848
4 5
6
7 8