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
2101
$268K ﹤0.01%
+18,000
2102
$268K ﹤0.01%
30,784
+18,935
2103
$267K ﹤0.01%
14,717
+2,227
2104
$265K ﹤0.01%
6,050
-600
2105
$265K ﹤0.01%
+36,074
2106
$265K ﹤0.01%
13,175
+325
2107
$265K ﹤0.01%
17,002
+4,042
2108
$265K ﹤0.01%
10,000
-14,513
2109
$264K ﹤0.01%
+4,600
2110
$264K ﹤0.01%
+11,183
2111
$263K ﹤0.01%
+18,251
2112
$262K ﹤0.01%
+7,380
2113
$262K ﹤0.01%
+13,219
2114
$261K ﹤0.01%
14,300
+560
2115
$261K ﹤0.01%
14,643
+4,647
2116
$261K ﹤0.01%
+12,713
2117
$261K ﹤0.01%
+6,320
2118
$260K ﹤0.01%
13,710
+2,717
2119
$260K ﹤0.01%
+4,399
2120
$260K ﹤0.01%
5,101
-47
2121
$260K ﹤0.01%
23,063
-758
2122
$259K ﹤0.01%
+17,857
2123
$259K ﹤0.01%
+3,461
2124
$259K ﹤0.01%
+11,866
2125
$258K ﹤0.01%
+12,270
83 84
85
86 87