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
1801
$464K ﹤0.01%
18,668
1802
$464K ﹤0.01%
31,460
+14,012
1803
$463K ﹤0.01%
+18,922
1804
$463K ﹤0.01%
28,448
-550
1805
$462K ﹤0.01%
+20,000
1806
$461K ﹤0.01%
18,874
+2,421
1807
$460K ﹤0.01%
33,730
+11,859
1808
$460K ﹤0.01%
28,038
-492
1809
$459K ﹤0.01%
+9,436
1810
$459K ﹤0.01%
54,216
+30,987
1811
$458K ﹤0.01%
10,142
+102
1812
$458K ﹤0.01%
2,408
-1,158
1813
$456K ﹤0.01%
9,948
-3
1814
$456K ﹤0.01%
22,611
+623
1815
$456K ﹤0.01%
17,639
-241,887
1816
$455K ﹤0.01%
23,331
-824
1817
$455K ﹤0.01%
+11,101
1818
$453K ﹤0.01%
8,321
-23,535
1819
$453K ﹤0.01%
+14,882
1820
$452K ﹤0.01%
33,715
-23,319
1821
$451K ﹤0.01%
19,888
-1,364
1822
$450K ﹤0.01%
+9,164
1823
$448K ﹤0.01%
+25,235
1824
$448K ﹤0.01%
8,724
-300
1825
$448K ﹤0.01%
17,566
-101
71 72
73
74 75