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
1651
$604K ﹤0.01%
45,252
+6,574
1652
$603K ﹤0.01%
32,153
+6,159
1653
$603K ﹤0.01%
19,829
+3,716
1654
$601K ﹤0.01%
31,286
+9,025
1655
$599K ﹤0.01%
+717
1656
$598K ﹤0.01%
40,304
+9,689
1657
$595K ﹤0.01%
+49,737
1658
$594K ﹤0.01%
+18,427
1659
$594K ﹤0.01%
22,796
+146
1660
$591K ﹤0.01%
+17,999
1661
$589K ﹤0.01%
39,776
+5,950
1662
$589K ﹤0.01%
7,753
-1,225
1663
$588K ﹤0.01%
11,363
+543
1664
$587K ﹤0.01%
+37,795
1665
$587K ﹤0.01%
+23,541
1666
$584K ﹤0.01%
42,691
+389
1667
$584K ﹤0.01%
19,508
+5,451
1668
$584K ﹤0.01%
+38,926
1669
$583K ﹤0.01%
17,406
-1,548
1670
$581K ﹤0.01%
10,812
+520
1671
$581K ﹤0.01%
+23,349
1672
$576K ﹤0.01%
39,125
+18,933
1673
$576K ﹤0.01%
34,477
1674
$576K ﹤0.01%
19,224
-589
1675
$575K ﹤0.01%
+15,879
65 66
67
68 69