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
351
$9.21M 0.05%
147,434
+17,171
352
$9.19M 0.05%
221,424
+128,189
353
$9.15M 0.05%
267,254
-209,387
354
$9.15M 0.05%
187,067
-63,727
355
$9.14M 0.05%
206,136
-3,752
356
$9.14M 0.05%
185,896
+21,309
357
$9.04M 0.05%
190,320
+152,123
358
$8.98M 0.05%
246,173
-18,143
359
$8.74M 0.05%
146,334
+38,045
360
$8.72M 0.05%
351,650
+14,652
361
$8.7M 0.05%
176,373
+2,940
362
$8.64M 0.05%
211,782
+21,034
363
$8.56M 0.05%
188,567
+21,519
364
$8.53M 0.05%
233,864
-45,472
365
$8.52M 0.05%
529,397
-329,109
366
$8.52M 0.05%
4,562,635
-120,235
367
$8.48M 0.05%
106,108
-13,052
368
$8.41M 0.04%
180,477
-1,907
369
$8.35M 0.04%
133,505
-3,772
370
$8.31M 0.04%
73,938
-16,603
371
$8.3M 0.04%
122,574
+55,843
372
$8.26M 0.04%
85,901
+16,199
373
$8.24M 0.04%
866,912
+343,630
374
$8.24M 0.04%
102,427
-6,590
375
$8.23M 0.04%
673,386
+75,543
13 14
15
16 17