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
201
$23.3M 0.11%
264,819
+81,172
202
$23.2M 0.11%
650,736
+28,542
203
$23M 0.11%
308,806
+36,746
204
$22.8M 0.11%
948,456
-22,650
205
$22.7M 0.11%
93,863
-10,274
206
$22.4M 0.1%
305,922
+3,218
207
$22.3M 0.1%
193,960
-37,568
208
$22.3M 0.1%
545,664
-66,723
209
$22.2M 0.1%
572,574
+81,485
210
$22.2M 0.1%
279,322
+14,564
211
$22M 0.1%
299,255
-18,726
212
$22M 0.1%
953,408
+15,698
213
$22M 0.1%
844,674
+811,844
214
$21.9M 0.1%
3,723,007
+1,294,443
215
$21.6M 0.1%
209,273
+53,743
216
$21.6M 0.1%
176,958
-4,547
217
$21.5M 0.1%
227,390
-13,039
218
$21.4M 0.1%
387,760
+26,392
219
$21.4M 0.1%
188,362
-27,923
220
$21.4M 0.1%
786,229
-14,960
221
$21.3M 0.1%
288,230
+17,140
222
$21.2M 0.1%
+1,363,460
223
$21.2M 0.1%
371,192
-2,423
224
$21M 0.1%
476,455
+75,466
225
$21M 0.1%
549,056
+21,016
7 8
9
10 11