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
1726
$531K ﹤0.01%
4,585
-172
1727
$530K ﹤0.01%
+18,609
1728
$527K ﹤0.01%
88,820
+4,091
1729
$527K ﹤0.01%
9,210
-4,017
1730
$526K ﹤0.01%
19,494
-85
1731
$523K ﹤0.01%
11,873
+312
1732
$523K ﹤0.01%
39,008
-259
1733
$523K ﹤0.01%
14,632
-1,969
1734
$522K ﹤0.01%
13,125
+894
1735
$520K ﹤0.01%
+7,949
1736
$518K ﹤0.01%
99,389
+600
1737
$517K ﹤0.01%
17,476
+9,111
1738
$517K ﹤0.01%
8,950
+117
1739
$516K ﹤0.01%
+10,359
1740
$515K ﹤0.01%
172,604
-49,365
1741
$515K ﹤0.01%
84,657
+3,501
1742
$514K ﹤0.01%
4,715
-152
1743
$513K ﹤0.01%
49,945
-5,000
1744
$513K ﹤0.01%
18,406
+5,630
1745
$513K ﹤0.01%
29,347
+19,202
1746
$512K ﹤0.01%
9,117
-11
1747
$510K ﹤0.01%
31,584
-2,306
1748
$508K ﹤0.01%
25,481
+560
1749
$508K ﹤0.01%
4,157
-1,411
1750
$506K ﹤0.01%
7,338
+3,808
68 69
70
71 72