Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.8M 0.1%
522,370
+11,169
227
$20.7M 0.1%
186,434
+12,722
228
$20.6M 0.1%
400,416
+88,514
229
$20.6M 0.1%
1,169,064
+379,636
230
$20.4M 0.09%
290,659
+54,104
231
$20.3M 0.09%
91,441
+6,056
232
$20.2M 0.09%
1,608,132
-2,575,248
233
$20.2M 0.09%
187,864
-8,325
234
$20.1M 0.09%
1,460,907
-3,697
235
$20M 0.09%
298,260
+52,697
236
$19.9M 0.09%
716,739
+76,074
237
$19.8M 0.09%
350,093
+92,923
238
$19.8M 0.09%
520,109
+30,996
239
$19.7M 0.09%
231,009
+41,641
240
$19.7M 0.09%
444,470
-17,084
241
$19.4M 0.09%
113,784
+8,144
242
$19.3M 0.09%
231,262
+57,897
243
$19.1M 0.09%
228,031
+69,608
244
$19.1M 0.09%
867,526
+135,471
245
$19M 0.09%
929,975
-25,659
246
$19M 0.09%
194,406
+489
247
$19M 0.09%
577,904
+126,993
248
$18.9M 0.09%
742,904
-3,826
249
$18.8M 0.09%
230,572
-209,506
250
$18.6M 0.09%
522,613
+89,299
8 9
10
11 12