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
1501
$781K ﹤0.01%
441,000
+220,000
1502
$780K ﹤0.01%
28,798
+854
1503
$778K ﹤0.01%
14,006
+1,622
1504
$777K ﹤0.01%
60,373
-600
1505
$777K ﹤0.01%
+53,500
1506
$772K ﹤0.01%
16,690
-218
1507
$769K ﹤0.01%
46,420
+1,420
1508
$767K ﹤0.01%
21,327
-5,618
1509
$766K ﹤0.01%
37,727
-8,331
1510
$765K ﹤0.01%
14,261
+8,622
1511
$763K ﹤0.01%
35,075
+1,309
1512
$762K ﹤0.01%
43,056
+3,968
1513
$760K ﹤0.01%
43,907
-3,925
1514
$759K ﹤0.01%
39,192
+7,770
1515
$757K ﹤0.01%
+71,178
1516
$757K ﹤0.01%
50,110
+26,570
1517
$752K ﹤0.01%
9,506
+102
1518
$752K ﹤0.01%
15,385
-841
1519
$750K ﹤0.01%
49,010
+17,105
1520
$749K ﹤0.01%
25,047
+4,932
1521
$746K ﹤0.01%
72,652
-5,035
1522
$745K ﹤0.01%
+16,654
1523
$741K ﹤0.01%
53,915
+28,995
1524
$738K ﹤0.01%
22,090
-2,785
1525
$737K ﹤0.01%
16,728
-652
59 60
61
62 63