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
301
$11.3M 0.06%
103,108
+13,532
302
$11.3M 0.06%
136,701
+23,557
303
$11.3M 0.06%
100,826
+17,232
304
$11.2M 0.06%
430,529
+413,244
305
$11.1M 0.06%
355,070
+4,435
306
$11M 0.06%
106,617
-5,877
307
$11M 0.06%
757,780
-60
308
$11M 0.06%
69,851
-1,551
309
$10.9M 0.06%
230,269
-15,390
310
$10.8M 0.06%
197,933
-237,439
311
$10.8M 0.06%
342,620
+40,054
312
$10.7M 0.06%
1,419,209
+322,545
313
$10.7M 0.06%
1,292,870
-17,050
314
$10.7M 0.06%
296,728
+253,320
315
$10.7M 0.06%
143,187
-6,605
316
$10.7M 0.06%
566,227
-117,615
317
$10.6M 0.06%
522,166
-3,333
318
$10.6M 0.06%
333,611
+130,053
319
$10.6M 0.06%
90,829
+11,377
320
$10.6M 0.06%
131,973
+2,516
321
$10.6M 0.06%
228,938
-9,834
322
$10.5M 0.06%
8,166
-8,807
323
$10.5M 0.06%
235,888
+45,724
324
$10.5M 0.06%
222,851
-16,097
325
$10.5M 0.06%
142,164
-222,511
11 12
13
14 15