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
326
$10.5M 0.06%
111,836
-4,707
327
$10.4M 0.06%
395,725
-10,406
328
$10.3M 0.05%
90,175
-11,136
329
$10.3M 0.05%
96,243
-4,044
330
$10.2M 0.05%
229,696
+14,339
331
$10.2M 0.05%
117,902
-78,105
332
$10.2M 0.05%
77,319
-10,387
333
$10.1M 0.05%
369,989
+113,508
334
$9.98M 0.05%
82,350
+6,750
335
$9.93M 0.05%
48,053
+2,470
336
$9.88M 0.05%
92,129
+7,108
337
$9.8M 0.05%
306,887
-3,530
338
$9.8M 0.05%
202,976
+146,512
339
$9.78M 0.05%
164,545
+300
340
$9.78M 0.05%
242,524
-10,763
341
$9.66M 0.05%
162,943
+12,796
342
$9.62M 0.05%
152,829
+7,044
343
$9.56M 0.05%
192,690
+73,178
344
$9.55M 0.05%
120,891
-15,341
345
$9.52M 0.05%
58,623
-747
346
$9.51M 0.05%
135,488
-1,641
347
$9.32M 0.05%
179,220
-40
348
$9.3M 0.05%
250,212
+57,237
349
$9.28M 0.05%
178,542
-12,760
350
$9.26M 0.05%
174,529
+50,895
12 13
14
15 16