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
1901
$387K ﹤0.01%
+13,900
1902
$386K ﹤0.01%
57,948
-6,500
1903
$386K ﹤0.01%
20,482
-33,457
1904
$383K ﹤0.01%
38,472
+21,792
1905
$383K ﹤0.01%
18,379
-549
1906
$383K ﹤0.01%
+10,415
1907
$382K ﹤0.01%
+12,305
1908
$381K ﹤0.01%
+20,353
1909
$381K ﹤0.01%
+30,234
1910
$380K ﹤0.01%
6,032
-877
1911
$380K ﹤0.01%
4,085
-3,895
1912
$380K ﹤0.01%
12,307
+287
1913
$380K ﹤0.01%
7,877
+142
1914
$376K ﹤0.01%
+14,499
1915
$376K ﹤0.01%
+17,119
1916
$376K ﹤0.01%
6,779
+818
1917
$375K ﹤0.01%
7,764
+3,294
1918
$375K ﹤0.01%
15,858
+1,343
1919
$373K ﹤0.01%
209
-73
1920
$373K ﹤0.01%
17,441
-4,721
1921
$372K ﹤0.01%
7,064
+2,824
1922
$371K ﹤0.01%
4,561
+596
1923
$370K ﹤0.01%
35,751
+167
1924
$370K ﹤0.01%
26,453
+773
1925
$370K ﹤0.01%
+6,779
75 76
77
78 79