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
1851
$426K ﹤0.01%
12,429
-341
1852
$426K ﹤0.01%
9,246
-704
1853
$426K ﹤0.01%
2,275
-1,627
1854
$426K ﹤0.01%
10,061
+593
1855
$425K ﹤0.01%
+11,361
1856
$425K ﹤0.01%
+6,161
1857
$424K ﹤0.01%
+14,867
1858
$423K ﹤0.01%
+29,759
1859
$423K ﹤0.01%
3,939
+47
1860
$422K ﹤0.01%
18,205
-5,919
1861
$420K ﹤0.01%
27,345
-86,590
1862
$419K ﹤0.01%
17,608
+8,739
1863
$419K ﹤0.01%
11,376
+3,826
1864
$419K ﹤0.01%
26,548
+2
1865
$419K ﹤0.01%
5,466
+323
1866
$417K ﹤0.01%
22,423
-30,387
1867
$417K ﹤0.01%
19,379
+8,356
1868
$416K ﹤0.01%
6,569
+484
1869
$415K ﹤0.01%
6,467
+5,144
1870
$413K ﹤0.01%
21,346
+401
1871
$413K ﹤0.01%
9,995
-4,860
1872
$412K ﹤0.01%
15,927
+5,627
1873
$411K ﹤0.01%
41,738
-8,367
1874
$411K ﹤0.01%
+8,746
1875
$409K ﹤0.01%
+60,400
73 74
75
76 77