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
1776
$479K ﹤0.01%
84,646
-467
1777
$479K ﹤0.01%
+10,091
1778
$479K ﹤0.01%
+39,975
1779
$477K ﹤0.01%
15,950
-9,600
1780
$476K ﹤0.01%
+13,271
1781
$476K ﹤0.01%
4,397
+41
1782
$476K ﹤0.01%
24,359
+1,233
1783
$476K ﹤0.01%
+17,044
1784
$476K ﹤0.01%
18,405
+1,160
1785
$476K ﹤0.01%
9,427
-445
1786
$475K ﹤0.01%
+31,094
1787
$474K ﹤0.01%
+19,174
1788
$473K ﹤0.01%
26,712
-456
1789
$473K ﹤0.01%
+208,240
1790
$472K ﹤0.01%
12,308
+3,485
1791
$472K ﹤0.01%
+36,611
1792
$472K ﹤0.01%
13,557
-19,161
1793
$471K ﹤0.01%
9,234
-1,270
1794
$470K ﹤0.01%
8,234
+494
1795
$469K ﹤0.01%
18,722
-546
1796
$468K ﹤0.01%
21,099
+2,799
1797
$467K ﹤0.01%
18,268
+4,684
1798
$467K ﹤0.01%
5,184
-3,780
1799
$467K ﹤0.01%
9,476
-1,054
1800
$465K ﹤0.01%
31,179
+12,870
70 71
72
73 74