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
276
$15.7M 0.07%
223,217
-6,261
277
$15.6M 0.07%
295,152
+40,372
278
$15.6M 0.07%
286,000
-64,145
279
$15.6M 0.07%
517,949
-129,222
280
$15.4M 0.07%
71
+4
281
$15.2M 0.07%
703,322
-24,326
282
$15.2M 0.07%
238,310
+40,377
283
$15.2M 0.07%
242,296
+185,978
284
$15M 0.07%
202,420
-12,446
285
$15M 0.07%
181,574
-83,163
286
$14.4M 0.07%
177,152
-5,318
287
$14.4M 0.07%
1,001,364
+39,344
288
$14.3M 0.07%
198,277
+5,227
289
$14.2M 0.07%
182,102
-1,675
290
$14.2M 0.07%
124,670
+23,844
291
$14.1M 0.07%
409,841
+39,852
292
$14.1M 0.07%
351,098
-3,972
293
$14M 0.06%
612,585
-25,348
294
$14M 0.06%
+296,666
295
$14M 0.06%
167,357
-6,658
296
$13.9M 0.06%
327,017
+3,584
297
$13.9M 0.06%
+399,892
298
$13.8M 0.06%
+594,308
299
$13.8M 0.06%
129,694
-1,888
300
$13.8M 0.06%
118,131
+406
10 11
12
13 14