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
251
$18.6M 0.09%
173,309
+9,231
252
$18.5M 0.09%
317,272
+23,548
253
$18.4M 0.09%
443,072
-15,195
254
$18.3M 0.08%
314,348
+19,234
255
$18.2M 0.08%
699,719
-26,035
256
$17.8M 0.08%
950,827
-92,190
257
$17.6M 0.08%
155,961
-21,798
258
$17.6M 0.08%
423,607
-36,325
259
$17.5M 0.08%
584,115
+71,087
260
$17.4M 0.08%
407,035
+164,511
261
$17M 0.08%
618,416
-2,755
262
$16.7M 0.08%
479,695
+182,967
263
$16.7M 0.08%
345,567
+28,555
264
$16.6M 0.08%
353,450
+15,960
265
$16.6M 0.08%
225,612
-93,240
266
$16.6M 0.08%
139,022
-127,245
267
$16.3M 0.08%
613,140
+277,111
268
$16.2M 0.07%
659,316
-204,123
269
$16.2M 0.07%
360,012
+257,374
270
$16.1M 0.07%
420,815
+87,204
271
$16.1M 0.07%
224,703
+45,900
272
$16M 0.07%
187,748
+27,513
273
$16M 0.07%
274,586
+4,282
274
$15.9M 0.07%
795,685
+3,153
275
$15.8M 0.07%
208,241
-16,724
9 10
11
12 13