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
151
$32.5M 0.15%
94,967
+14,097
152
$32.2M 0.15%
768,405
+5,436
153
$32.1M 0.15%
985,544
-110,910
154
$32M 0.15%
545,469
-32,171
155
$31.5M 0.15%
621,652
+65,125
156
$31.3M 0.14%
565,898
+304,662
157
$31M 0.14%
684,497
+143,550
158
$30.8M 0.14%
666,132
+91,681
159
$30.6M 0.14%
1,695,720
+313,710
160
$30.5M 0.14%
566,310
+97,152
161
$30.2M 0.14%
296,569
+2,847
162
$29.9M 0.14%
418,910
+4,685
163
$29.3M 0.14%
981,560
+16,185
164
$29.1M 0.13%
487,165
+154,489
165
$29.1M 0.13%
713,137
+98,435
166
$29M 0.13%
685,456
+29,668
167
$28.2M 0.13%
+469,946
168
$28M 0.13%
369,933
+8,458
169
$28M 0.13%
435,638
-16,086
170
$27.8M 0.13%
202,881
+8,543
171
$27.8M 0.13%
286,026
+72,470
172
$27.6M 0.13%
623,382
+118,541
173
$27.5M 0.13%
237,701
+21,680
174
$27.4M 0.13%
1,224,546
-120,142
175
$27.3M 0.13%
1,070,498
+12,434
5 6
7
8 9