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
401
$7.42M 0.04%
864,507
-885,495
402
$7.4M 0.04%
181,788
-852
403
$7.4M 0.04%
374,610
-46,391
404
$7.39M 0.04%
73,518
+21,555
405
$7.39M 0.04%
99,688
+22,629
406
$7.36M 0.04%
234,875
+48,336
407
$7.28M 0.04%
86,457
+18,773
408
$7.26M 0.04%
104,750
+20,616
409
$7.16M 0.04%
156,906
-45,049
410
$7.14M 0.04%
196,776
+47,708
411
$7.1M 0.04%
103,692
+12,159
412
$7.03M 0.04%
497,968
+472,326
413
$7.03M 0.04%
128,816
+51,143
414
$7.02M 0.04%
270,456
-493,104
415
$6.99M 0.04%
241,159
-6,269
416
$6.98M 0.04%
176,174
+13,470
417
$6.98M 0.04%
157,608
-8,265
418
$6.98M 0.04%
67,914
-10,597
419
$6.96M 0.04%
95,778
-3,872
420
$6.96M 0.04%
173,360
+23,206
421
$6.95M 0.04%
146,725
+70,173
422
$6.92M 0.04%
199,208
-13,763
423
$6.88M 0.04%
672,830
+113,290
424
$6.87M 0.04%
188,922
+39,832
425
$6.86M 0.04%
120,558
+21,925
15 16
17
18 19