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
2151
$248K ﹤0.01%
9,507
-6,398
2152
$246K ﹤0.01%
+7,705
2153
$246K ﹤0.01%
9,949
-9,415
2154
$246K ﹤0.01%
+18,651
2155
$245K ﹤0.01%
9,405
+212
2156
$245K ﹤0.01%
16,500
-1,000
2157
$245K ﹤0.01%
16,469
+6,052
2158
$245K ﹤0.01%
+2,361
2159
$245K ﹤0.01%
15,665
-1,199
2160
$245K ﹤0.01%
+33,129
2161
$244K ﹤0.01%
5,997
+248
2162
$243K ﹤0.01%
25,027
-18,690
2163
$243K ﹤0.01%
+592
2164
$241K ﹤0.01%
25,010
-441
2165
$241K ﹤0.01%
10,770
2166
$241K ﹤0.01%
13,566
2167
$241K ﹤0.01%
+2
2168
$239K ﹤0.01%
16,345
+254
2169
$238K ﹤0.01%
8,647
-826
2170
$238K ﹤0.01%
16,000
2171
$236K ﹤0.01%
+11,320
2172
$236K ﹤0.01%
+3,544
2173
$235K ﹤0.01%
3,238
+23
2174
$235K ﹤0.01%
+8,035
2175
$235K ﹤0.01%
165
-51
85 86
87
88 89