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
251
$15.1M 0.08%
183,777
-13,548
252
$15M 0.08%
189,368
+15,051
253
$14.9M 0.08%
257,170
-16,497
254
$14.6M 0.08%
317,012
-89,363
255
$14.4M 0.08%
275,906
-26,186
256
$14.4M 0.08%
245,563
-582
257
$14.4M 0.08%
311,902
+263,946
258
$14.3M 0.08%
245,026
-852
259
$14.3M 0.08%
67
+1
260
$14.2M 0.08%
131,582
-5,998
261
$14.1M 0.08%
173,365
+25,677
262
$14.1M 0.07%
182,470
-68,101
263
$13.9M 0.07%
962,020
+64,088
264
$13.9M 0.07%
450,911
-43,246
265
$13.9M 0.07%
215,984
+20,389
266
$13.8M 0.07%
445,971
+307,949
267
$13.8M 0.07%
433,314
+2,754
268
$13.8M 0.07%
254,780
-10,227
269
$13.6M 0.07%
155,530
-3,161
270
$13.5M 0.07%
2,428,564
+146,075
271
$13.5M 0.07%
323,433
-21,449
272
$13.5M 0.07%
117,725
-1,564
273
$13.5M 0.07%
443,859
-130,520
274
$13.3M 0.07%
177,756
+5,210
275
$13.2M 0.07%
789,428
-39,506
9 10
11
12 13