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
2051
$294K ﹤0.01%
15,075
+440
2052
$293K ﹤0.01%
+34,109
2053
$292K ﹤0.01%
3,744
-1,349
2054
$289K ﹤0.01%
8,287
2055
$288K ﹤0.01%
+10,685
2056
$288K ﹤0.01%
19,338
-7,470
2057
$287K ﹤0.01%
5,153
-75,450
2058
$287K ﹤0.01%
13,340
+4,064
2059
$287K ﹤0.01%
+18,652
2060
$287K ﹤0.01%
18,105
+1,756
2061
$286K ﹤0.01%
26,451
+3,236
2062
$286K ﹤0.01%
18,975
+76
2063
$285K ﹤0.01%
53,488
-365
2064
$285K ﹤0.01%
20,187
+4,518
2065
$284K ﹤0.01%
5,599
-8,512
2066
$284K ﹤0.01%
3,995
-720
2067
$284K ﹤0.01%
6,002
+91
2068
$282K ﹤0.01%
+7,981
2069
$282K ﹤0.01%
+4,254
2070
$281K ﹤0.01%
+10,002
2071
$280K ﹤0.01%
5,884
+1,150
2072
$280K ﹤0.01%
6,198
+1,289
2073
$280K ﹤0.01%
3,023
+315
2074
$279K ﹤0.01%
6,165
-716
2075
$278K ﹤0.01%
8,857
+2,257
81 82
83
84 85