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
$18.8B
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,530
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$44M
3
+$42.8M
4
DIS icon
Walt Disney
DIS
+$41.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$36.6M

Top Sells

1
+$168M
2
+$90.8M
3
+$71.7M
4
CCI icon
Crown Castle
CCI
+$66.1M
5
CB icon
Chubb
CB
+$56.1M

Sector Composition

1 Healthcare 12.7%
2 Technology 11.91%
3 Financials 10.41%
4 Industrials 9.45%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.2M 0.1%
229,478
+42,839
227
$18.1M 0.1%
491,089
-28,180
228
$18M 0.1%
746,730
-76,758
229
$18M 0.1%
164,078
+12,648
230
$17.9M 0.1%
214,866
-195,508
231
$17.6M 0.09%
271,090
-14,315
232
$17.2M 0.09%
100,208
-7,444
233
$16.9M 0.09%
85,385
+6,931
234
$16.9M 0.09%
131,926
+43,288
235
$16.8M 0.09%
180,072
+67,414
236
$16.6M 0.09%
293,724
-700
237
$16.6M 0.09%
295,114
+12,452
238
$16.6M 0.09%
792,532
+23,486
239
$16.1M 0.09%
342,190
-249,761
240
$16.1M 0.09%
236,555
-27,084
241
$15.8M 0.08%
183,647
+24,853
242
$15.8M 0.08%
372,399
243
$15.5M 0.08%
224,965
-9,091
244
$15.5M 0.08%
400,989
+255,734
245
$15.5M 0.08%
732,055
+6,449
246
$15.3M 0.08%
1,464,604
-6,494
247
$15.3M 0.08%
561,762
-137
248
$15.3M 0.08%
899,846
+114,601
249
$15.2M 0.08%
270,304
+18,820
250
$15.1M 0.08%
337,490
+7,867
8 9
10
11 12