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
2301
$166K ﹤0.01%
10,878
-7,148
2302
$164K ﹤0.01%
+12,000
2303
$164K ﹤0.01%
+13,942
2304
$162K ﹤0.01%
10,243
-25,476
2305
$160K ﹤0.01%
12,933
-15,281
2306
$160K ﹤0.01%
30,116
-560
2307
$160K ﹤0.01%
1,100
+20
2308
$159K ﹤0.01%
12,700
2309
$159K ﹤0.01%
13,980
2310
$159K ﹤0.01%
17,308
2311
$159K ﹤0.01%
+12,057
2312
$158K ﹤0.01%
+10,325
2313
$157K ﹤0.01%
10,825
2314
$156K ﹤0.01%
+10,200
2315
$154K ﹤0.01%
12,742
+125
2316
$153K ﹤0.01%
19,255
-16,000
2317
$153K ﹤0.01%
13,286
+1,291
2318
$152K ﹤0.01%
38,330
+11,130
2319
$151K ﹤0.01%
13,050
-435
2320
$149K ﹤0.01%
+33,632
2321
$148K ﹤0.01%
+18,741
2322
$148K ﹤0.01%
15,017
+1,438
2323
$146K ﹤0.01%
+10,584
2324
$145K ﹤0.01%
16,458
-53,515
2325
$145K ﹤0.01%
12,275
-2,510
91 92
93
94 95