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
2176
$234K ﹤0.01%
+3,774
2177
$233K ﹤0.01%
+8,091
2178
$233K ﹤0.01%
12,603
+95
2179
$233K ﹤0.01%
6,218
-4,957
2180
$232K ﹤0.01%
4,240
+500
2181
$232K ﹤0.01%
7,754
+102
2182
$232K ﹤0.01%
+1,906
2183
$231K ﹤0.01%
20,104
+2,511
2184
$230K ﹤0.01%
7,064
-943
2185
$230K ﹤0.01%
2,735
-2,917
2186
$230K ﹤0.01%
+2,311
2187
$229K ﹤0.01%
+9,505
2188
$229K ﹤0.01%
5,890
-1,344
2189
$229K ﹤0.01%
+16,491
2190
$228K ﹤0.01%
6,958
+21
2191
$227K ﹤0.01%
40,508
-193
2192
$226K ﹤0.01%
1,200
2193
$226K ﹤0.01%
+19,731
2194
$226K ﹤0.01%
10,318
2195
$225K ﹤0.01%
9,231
-14,942
2196
$225K ﹤0.01%
+10,875
2197
$225K ﹤0.01%
4,450
-81
2198
$224K ﹤0.01%
+11,813
2199
$224K ﹤0.01%
3,377
+115
2200
$224K ﹤0.01%
+8,567
86 87
88
89 90