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
276
$13.1M 0.07%
160,235
-50,841
277
$13M 0.07%
513,028
+9,422
278
$13M 0.07%
621,171
+129,675
279
$13M 0.07%
193,050
-3,794
280
$12.8M 0.07%
120,311
+19,454
281
$12.8M 0.07%
640,665
+430,388
282
$12.7M 0.07%
158,423
+19,267
283
$12.7M 0.07%
261,236
+12,525
284
$12.6M 0.07%
174,015
-17,166
285
$12.3M 0.07%
637,933
-207,962
286
$12.3M 0.07%
282,044
+211,165
287
$12.3M 0.07%
176,272
+8,135
288
$12.2M 0.07%
346,525
-65,397
289
$12.1M 0.06%
409,072
-59,897
290
$12.1M 0.06%
987,432
+102,008
291
$12.1M 0.06%
179,364
-1,975
292
$11.9M 0.06%
136,581
-7,766
293
$11.9M 0.06%
232,722
+11,926
294
$11.9M 0.06%
343,817
+161,775
295
$11.7M 0.06%
727,648
-31,099
296
$11.6M 0.06%
144,948
+1,191
297
$11.5M 0.06%
172,545
-4,339
298
$11.4M 0.06%
313,478
+12,752
299
$11.4M 0.06%
155,556
-7,284
300
$11.4M 0.06%
227,021
+28,168
10 11
12
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