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
1476
$812K ﹤0.01%
12,180
-992
1477
$812K ﹤0.01%
22,031
+137
1478
$812K ﹤0.01%
77,017
+2,306
1479
$810K ﹤0.01%
128,020
+4,845
1480
$809K ﹤0.01%
16,763
-9,362
1481
$809K ﹤0.01%
+33,498
1482
$807K ﹤0.01%
15,286
-111
1483
$804K ﹤0.01%
15,535
+3,724
1484
$802K ﹤0.01%
+32,072
1485
$802K ﹤0.01%
1,875
-1,875
1486
$801K ﹤0.01%
39,851
+1,202
1487
$800K ﹤0.01%
55,507
+5,817
1488
$800K ﹤0.01%
5,843
+2,838
1489
$800K ﹤0.01%
8,082
+677
1490
$799K ﹤0.01%
17,662
-108,220
1491
$794K ﹤0.01%
+23,487
1492
$794K ﹤0.01%
21,966
+7,572
1493
$792K ﹤0.01%
7,005
+1,092
1494
$791K ﹤0.01%
48,760
+15,852
1495
$790K ﹤0.01%
+18,960
1496
$786K ﹤0.01%
8,580
+3,182
1497
$786K ﹤0.01%
+75,700
1498
$785K ﹤0.01%
61,420
+27,285
1499
$785K ﹤0.01%
38,507
-73,703
1500
$781K ﹤0.01%
14,950
-1,310
58 59
60
61 62