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
176
$27.2M 0.13%
575,735
+150,715
177
$27.2M 0.13%
319,802
+57,968
178
$27.2M 0.13%
240,950
+28,466
179
$26.8M 0.12%
215,881
+21,807
180
$26.7M 0.12%
498,349
+271,328
181
$26.7M 0.12%
1,113,749
-251,956
182
$26.4M 0.12%
226,096
-14,100
183
$26.3M 0.12%
142,725
+42,517
184
$25.8M 0.12%
701,954
+44,874
185
$25.7M 0.12%
339,927
-98,296
186
$25.4M 0.12%
666,363
-38,538
187
$25.3M 0.12%
222,505
+1,710
188
$25.2M 0.12%
398,208
+109,598
189
$25.2M 0.12%
472,354
-166,488
190
$25.1M 0.12%
1,072,548
-88,070
191
$25M 0.12%
703,768
-41,573
192
$24.9M 0.12%
796,626
+11,511
193
$24.7M 0.11%
70,695
-23,163
194
$24.7M 0.11%
733,696
-1,749
195
$24.5M 0.11%
382,302
+27,022
196
$24.4M 0.11%
240,979
+14,919
197
$23.8M 0.11%
228,857
+47,295
198
$23.7M 0.11%
319,970
+55,354
199
$23.5M 0.11%
433,497
+61,256
200
$23.5M 0.11%
189,719
+107,369
6 7
8
9 10