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
2276
$183K ﹤0.01%
33,320
2277
$182K ﹤0.01%
19,571
+7,200
2278
$182K ﹤0.01%
+687
2279
$182K ﹤0.01%
+9
2280
$181K ﹤0.01%
35,302
-24,909
2281
$181K ﹤0.01%
+10,725
2282
$180K ﹤0.01%
12,732
-7,203
2283
$179K ﹤0.01%
13,433
+1,639
2284
$177K ﹤0.01%
23,026
-703
2285
$177K ﹤0.01%
20,016
+9,808
2286
$176K ﹤0.01%
23,248
2287
$175K ﹤0.01%
1,131
-2
2288
$175K ﹤0.01%
27,770
+2,140
2289
$173K ﹤0.01%
43,791
-2,000
2290
$172K ﹤0.01%
+10,530
2291
$171K ﹤0.01%
19,783
-5,033
2292
$171K ﹤0.01%
+10,807
2293
$171K ﹤0.01%
13,953
+2,640
2294
$171K ﹤0.01%
74,188
-3,062
2295
$170K ﹤0.01%
+25,501
2296
$168K ﹤0.01%
12,000
2297
$167K ﹤0.01%
11,434
+862
2298
$167K ﹤0.01%
+13,307
2299
$167K ﹤0.01%
+27,216
2300
$167K ﹤0.01%
+11,826
90 91
92
93 94