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
2376
$95K ﹤0.01%
13,071
-7,300
2377
$94K ﹤0.01%
20,285
+8,531
2378
$93K ﹤0.01%
+24,472
2379
$91K ﹤0.01%
19,565
-1,500
2380
$91K ﹤0.01%
+230,000
2381
$90K ﹤0.01%
1,353
+26
2382
$88K ﹤0.01%
8,321
+354
2383
$84K ﹤0.01%
3,288
+75
2384
$82K ﹤0.01%
3,323
+525
2385
$80K ﹤0.01%
28,070
+1,740
2386
$79K ﹤0.01%
13,961
2387
$76K ﹤0.01%
10,100
-2,200
2388
$74K ﹤0.01%
10,800
+800
2389
$73K ﹤0.01%
20,420
+1,205
2390
$72K ﹤0.01%
+34,832
2391
$72K ﹤0.01%
11,545
2392
$72K ﹤0.01%
+4,815
2393
$72K ﹤0.01%
26,092
-1,213
2394
$72K ﹤0.01%
37,594
-4,626
2395
$71K ﹤0.01%
+10,670
2396
$71K ﹤0.01%
3,109
-32
2397
$70K ﹤0.01%
489
+39
2398
$70K ﹤0.01%
49,923
+834
2399
$67K ﹤0.01%
14,108
+993
2400
$66K ﹤0.01%
+14,098
94 95
96
97 98