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
2351
$119K ﹤0.01%
12,233
-191
2352
$118K ﹤0.01%
6,127
+1,731
2353
$118K ﹤0.01%
21,611
-2,000
2354
$117K ﹤0.01%
+29,600
2355
$116K ﹤0.01%
+10,898
2356
$114K ﹤0.01%
+12,210
2357
$111K ﹤0.01%
19,532
+3,360
2358
$108K ﹤0.01%
+11,458
2359
$108K ﹤0.01%
+5,155
2360
$108K ﹤0.01%
+13,818
2361
$108K ﹤0.01%
+22,171
2362
$108K ﹤0.01%
46,776
-21,133
2363
$107K ﹤0.01%
53,046
+2,893
2364
$106K ﹤0.01%
13,886
+995
2365
$105K ﹤0.01%
17,053
+161
2366
$105K ﹤0.01%
+30,100
2367
$104K ﹤0.01%
21,210
+2,125
2368
$103K ﹤0.01%
+11,545
2369
$102K ﹤0.01%
76,334
2370
$102K ﹤0.01%
15,575
-4,000
2371
$101K ﹤0.01%
13,789
+1,214
2372
$100K ﹤0.01%
45,000
-15,000
2373
$99K ﹤0.01%
16,495
+3,302
2374
$99K ﹤0.01%
+23,451
2375
$99K ﹤0.01%
113
+21
93 94
95
96 97