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
1576
$678K ﹤0.01%
63,839
+15,264
1577
$678K ﹤0.01%
111,997
+3,871
1578
$678K ﹤0.01%
9,577
-7
1579
$677K ﹤0.01%
+43,661
1580
$674K ﹤0.01%
48,276
-30,548
1581
$673K ﹤0.01%
9,062
+5,750
1582
$672K ﹤0.01%
36,635
+5,198
1583
$672K ﹤0.01%
4,482
-2,112
1584
$672K ﹤0.01%
10,002
+1,591
1585
$671K ﹤0.01%
26,336
+3,362
1586
$671K ﹤0.01%
23,460
+1,150
1587
$671K ﹤0.01%
42,268
+154
1588
$670K ﹤0.01%
151,900
+87,300
1589
$668K ﹤0.01%
25,701
-200
1590
$668K ﹤0.01%
117,410
-3,507
1591
$667K ﹤0.01%
58,998
+2,759
1592
$666K ﹤0.01%
+35,146
1593
$666K ﹤0.01%
19,846
-854
1594
$666K ﹤0.01%
17,524
+11,828
1595
$665K ﹤0.01%
16,514
+5,057
1596
$664K ﹤0.01%
46,795
+21,238
1597
$664K ﹤0.01%
49,475
-41,745
1598
$662K ﹤0.01%
24,163
-2,277
1599
$662K ﹤0.01%
68,858
-15,933
1600
$659K ﹤0.01%
48,476
+31,905
62 63
64
65 66