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
301
$13.6M 0.06%
168,773
+23,825
302
$13.6M 0.06%
174,601
-3,155
303
$13.5M 0.06%
126,147
+5,836
304
$13.5M 0.06%
830,244
-69,602
305
$13.4M 0.06%
157,867
+21,166
306
$13.4M 0.06%
256,726
+69,659
307
$13.4M 0.06%
438,864
-4,995
308
$13.3M 0.06%
190,438
+17,893
309
$13.3M 0.06%
114,122
+7,505
310
$13.3M 0.06%
541,881
-19,881
311
$13.1M 0.06%
105,985
+38,953
312
$13.1M 0.06%
187,595
+8,231
313
$12.9M 0.06%
238,894
-6,132
314
$12.9M 0.06%
442,976
+232,883
315
$12.8M 0.06%
+261,074
316
$12.8M 0.06%
396,913
-12,159
317
$12.6M 0.06%
163,004
+7,448
318
$12.6M 0.06%
246,471
+30,487
319
$12.6M 0.06%
230,826
-1,896
320
$12.5M 0.06%
372,331
-68
321
$12.5M 0.06%
59,286
+11,233
322
$12.1M 0.06%
308,624
-4,854
323
$12M 0.06%
258,145
+46,363
324
$12M 0.06%
85,902
+8,583
325
$11.9M 0.06%
353,553
+7,028
11 12
13
14 15