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
1526
$737K ﹤0.01%
5,501
-624
1527
$736K ﹤0.01%
50,144
-13,509
1528
$736K ﹤0.01%
33,869
+8,763
1529
$734K ﹤0.01%
+24,918
1530
$730K ﹤0.01%
8,064
-504
1531
$730K ﹤0.01%
19,715
+12,459
1532
$729K ﹤0.01%
+35,000
1533
$727K ﹤0.01%
57,585
+31,341
1534
$725K ﹤0.01%
18,159
-1,835
1535
$724K ﹤0.01%
23,533
-78,303
1536
$722K ﹤0.01%
41,455
-3,830
1537
$721K ﹤0.01%
7,029
-884
1538
$721K ﹤0.01%
12,927
+2,584
1539
$720K ﹤0.01%
46,450
+2,834
1540
$720K ﹤0.01%
10,642
+3,482
1541
$718K ﹤0.01%
21,387
+205
1542
$715K ﹤0.01%
12,792
-5,228
1543
$713K ﹤0.01%
45,720
-609
1544
$712K ﹤0.01%
34,969
+6,608
1545
$711K ﹤0.01%
5,695
-1,899
1546
$710K ﹤0.01%
42,816
-1,118
1547
$709K ﹤0.01%
33,560
-2,328
1548
$708K ﹤0.01%
28,489
+3,932
1549
$706K ﹤0.01%
13,960
+5
1550
$706K ﹤0.01%
18,327
+9,264
60 61
62
63 64