Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$429M 1.99%
2,048,902
+1,707,214
2
$414M 1.91%
17,308,096
+875,376
3
$354M 1.64%
3,777,695
+124,484
4
$324M 1.5%
2,670,731
+31,215
5
$271M 1.25%
5,300,612
+278,091
6
$254M 1.18%
1,684,374
+201,987
7
$245M 1.13%
8,537,721
+603,412
8
$237M 1.1%
4,244,512
-1,272
9
$233M 1.08%
6,986,586
+877,353
10
$231M 1.07%
3,718,534
+179,371
11
$226M 1.05%
4,779,321
+213,696
12
$196M 0.91%
5,995,038
+317,212
13
$196M 0.9%
1,865,925
+78,921
14
$188M 0.87%
2,215,509
+187,144
15
$185M 0.85%
1,744,030
+93,781
16
$180M 0.83%
3,266,381
+675,639
17
$176M 0.82%
2,849,544
+183,495
18
$170M 0.79%
1,779,445
+36,377
19
$166M 0.77%
1,176,053
+2,029
20
$159M 0.73%
+4,514,840
21
$158M 0.73%
3,480,554
+207,105
22
$141M 0.65%
1,101,912
+102,153
23
$137M 0.64%
1,058,509
+95,494
24
$136M 0.63%
4,149,310
+348,891
25
$131M 0.61%
2,520,195
+386,568
1
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