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
1676
$575K ﹤0.01%
15,517
-188
1677
$574K ﹤0.01%
21,768
+428
1678
$574K ﹤0.01%
19,753
-422
1679
$571K ﹤0.01%
5,547
+355
1680
$571K ﹤0.01%
43,639
+1,609
1681
$568K ﹤0.01%
50,625
+16,950
1682
$568K ﹤0.01%
40,033
+17,333
1683
$567K ﹤0.01%
109,082
-3,689
1684
$567K ﹤0.01%
61,838
-11,138
1685
$563K ﹤0.01%
+14,482
1686
$563K ﹤0.01%
29,734
-8,346
1687
$562K ﹤0.01%
15,885
-1,128
1688
$560K ﹤0.01%
18,357
+918
1689
$560K ﹤0.01%
23,878
-2,425
1690
$559K ﹤0.01%
16,169
+3,074
1691
$558K ﹤0.01%
+34,386
1692
$557K ﹤0.01%
39,945
-280
1693
$556K ﹤0.01%
9,134
-278
1694
$555K ﹤0.01%
18,049
+826
1695
$555K ﹤0.01%
31,269
+6,419
1696
$555K ﹤0.01%
15,702
+992
1697
$555K ﹤0.01%
21,560
+1,592
1698
$554K ﹤0.01%
32,772
-6,504
1699
$553K ﹤0.01%
31,700
+1,550
1700
$552K ﹤0.01%
+60,421
66 67
68
69 70