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
1701
$552K ﹤0.01%
7,431
-23
1702
$552K ﹤0.01%
21,729
+10,620
1703
$551K ﹤0.01%
26,019
+3,124
1704
$550K ﹤0.01%
10,340
+1,122
1705
$550K ﹤0.01%
7,167
+347
1706
$549K ﹤0.01%
14,132
-267,912
1707
$549K ﹤0.01%
197
+28
1708
$545K ﹤0.01%
13,626
-560
1709
$545K ﹤0.01%
12,608
-4,516
1710
$545K ﹤0.01%
33,865
-410
1711
$544K ﹤0.01%
+7,685
1712
$542K ﹤0.01%
+36,176
1713
$542K ﹤0.01%
+21,351
1714
$540K ﹤0.01%
18,551
+3,503
1715
$540K ﹤0.01%
+41,500
1716
$539K ﹤0.01%
12,344
+4,456
1717
$538K ﹤0.01%
7,583
+2,148
1718
$537K ﹤0.01%
3,812
+675
1719
$537K ﹤0.01%
62,490
-13,470
1720
$536K ﹤0.01%
18,350
+719
1721
$534K ﹤0.01%
18,238
-991
1722
$534K ﹤0.01%
11,416
+307
1723
$534K ﹤0.01%
9,180
+274
1724
$533K ﹤0.01%
3,839
-363
1725
$533K ﹤0.01%
22,489
+3,911
67 68
69
70 71