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
376
$8.21M 0.04%
242,487
-6,698
377
$8.09M 0.04%
103,834
+61,171
378
$8.06M 0.04%
76,171
-13,618
379
$8.06M 0.04%
99,399
-5,824
380
$8.04M 0.04%
547,601
-5,992
381
$7.98M 0.04%
67,032
-2,708
382
$7.92M 0.04%
622,555
+78,646
383
$7.87M 0.04%
186,388
-54,299
384
$7.84M 0.04%
279,627
+56,341
385
$7.83M 0.04%
181,502
+7,890
386
$7.81M 0.04%
76,642
+22,797
387
$7.74M 0.04%
166,291
+46,590
388
$7.71M 0.04%
97,461
+2,055
389
$7.7M 0.04%
518,756
-31,196
390
$7.68M 0.04%
60,924
+2,252
391
$7.67M 0.04%
244,352
-91,929
392
$7.65M 0.04%
149,018
+11,483
393
$7.64M 0.04%
105,740
-40,263
394
$7.58M 0.04%
212,739
+19,366
395
$7.58M 0.04%
129,949
-5,630
396
$7.57M 0.04%
336,029
-14,693
397
$7.54M 0.04%
149,832
-3,725
398
$7.48M 0.04%
314,914
+243,401
399
$7.45M 0.04%
291,494
-10,101
400
$7.42M 0.04%
134,943
-29,856
14 15
16
17 18