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
2551
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-10,500
2552
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-18,310
2553
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-24,500
2554
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-12,000
2555
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2556
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-49,793
2557
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2558
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-10,540
2559
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-6,412
2560
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-8,349
2561
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-224,376
2562
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-49,435
2563
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-335,140
2564
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-10,170
2565
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-16,660
2566
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-47,367
2567
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-4,471
2568
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-313,580
2569
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-28,090
2570
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-28,245
2571
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-12,707
2572
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-21,262
2573
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-89,795
2574
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-10,800
2575
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-36,202
99 100 101 102
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