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
1826
$447K ﹤0.01%
+18,633
1827
$447K ﹤0.01%
2,656
-1,408
1828
$446K ﹤0.01%
13,606
+478
1829
$445K ﹤0.01%
11,141
-7,628
1830
$442K ﹤0.01%
42,476
+23,532
1831
$442K ﹤0.01%
21,253
-4,137
1832
$442K ﹤0.01%
20,947
+3,076
1833
$442K ﹤0.01%
33,960
+7,620
1834
$441K ﹤0.01%
23,076
+1,178
1835
$440K ﹤0.01%
8,377
+1,478
1836
$440K ﹤0.01%
20,691
-3,993
1837
$440K ﹤0.01%
+20,704
1838
$438K ﹤0.01%
22,684
+9,994
1839
$438K ﹤0.01%
13,906
+200
1840
$438K ﹤0.01%
8,839
+685
1841
$438K ﹤0.01%
6,990
+4,379
1842
$437K ﹤0.01%
15,872
+102
1843
$437K ﹤0.01%
+7,865
1844
$436K ﹤0.01%
+65,699
1845
$436K ﹤0.01%
12,031
+1,352
1846
$435K ﹤0.01%
146,357
-248,080
1847
$434K ﹤0.01%
28,477
+11,012
1848
$434K ﹤0.01%
+10,634
1849
$431K ﹤0.01%
20,000
-200
1850
$430K ﹤0.01%
+26,845
72 73
74
75 76