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
2326
$144K ﹤0.01%
+165
2327
$144K ﹤0.01%
26,048
+13,019
2328
$140K ﹤0.01%
1,378
-489
2329
$139K ﹤0.01%
85,652
-8,836
2330
$139K ﹤0.01%
98,173
-1,710
2331
$138K ﹤0.01%
17,600
+3,600
2332
$138K ﹤0.01%
+62
2333
$138K ﹤0.01%
18,911
-700
2334
$138K ﹤0.01%
10,811
+536
2335
$137K ﹤0.01%
+10,640
2336
$137K ﹤0.01%
26,300
+1,000
2337
$136K ﹤0.01%
+12,693
2338
$134K ﹤0.01%
5,708
+2,720
2339
$132K ﹤0.01%
6,321
-10,686
2340
$131K ﹤0.01%
11,049
+269
2341
$130K ﹤0.01%
11,778
-193
2342
$130K ﹤0.01%
45,480
-15,320
2343
$130K ﹤0.01%
+1,862
2344
$130K ﹤0.01%
20,250
+1,250
2345
$130K ﹤0.01%
6,512
+199
2346
$128K ﹤0.01%
+22,500
2347
$127K ﹤0.01%
27,000
+300
2348
$127K ﹤0.01%
+39,629
2349
$126K ﹤0.01%
+15,265
2350
$121K ﹤0.01%
11,813
-500
92 93
94
95 96