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
2251
$201K ﹤0.01%
29,725
-2,191
2252
$200K ﹤0.01%
+8,723
2253
$200K ﹤0.01%
+6,015
2254
$199K ﹤0.01%
56,750
+180
2255
$198K ﹤0.01%
+10,114
2256
$197K ﹤0.01%
21,502
+3,000
2257
$196K ﹤0.01%
18,365
+8,125
2258
$196K ﹤0.01%
38,445
-12,629
2259
$194K ﹤0.01%
+11,498
2260
$193K ﹤0.01%
14,490
+10
2261
$193K ﹤0.01%
17,109
-1,998
2262
$190K ﹤0.01%
20,000
2263
$190K ﹤0.01%
17,054
-1,195
2264
$190K ﹤0.01%
+10,248
2265
$189K ﹤0.01%
+14,774
2266
$189K ﹤0.01%
14,200
+2,809
2267
$187K ﹤0.01%
+7,915
2268
$187K ﹤0.01%
12,224
2269
$187K ﹤0.01%
12,592
-52,026
2270
$186K ﹤0.01%
13,564
-9,510
2271
$186K ﹤0.01%
17,724
+996
2272
$184K ﹤0.01%
+10,824
2273
$183K ﹤0.01%
17,032
-3,260
2274
$183K ﹤0.01%
13,050
2275
$183K ﹤0.01%
10,591
-5,207
89 90
91
92 93