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
426
$6.85M 0.04%
126,413
-18,228
427
$6.85M 0.04%
141,114
-20,488
428
$6.83M 0.04%
89,795
-36,834
429
$6.82M 0.04%
372,292
-112,887
430
$6.79M 0.04%
75,883
+5
431
$6.78M 0.04%
86,893
+29,369
432
$6.75M 0.04%
81,139
+20,595
433
$6.72M 0.04%
201,862
+34,420
434
$6.72M 0.04%
272,333
-13,403
435
$6.71M 0.04%
210,093
-75,956
436
$6.71M 0.04%
42,646
+3,626
437
$6.7M 0.04%
259,526
+5,142
438
$6.69M 0.04%
85,965
-170,507
439
$6.61M 0.04%
188,781
+26,839
440
$6.57M 0.04%
105,681
-3,586
441
$6.57M 0.04%
558,968
-124,496
442
$6.54M 0.03%
196,735
-355,917
443
$6.46M 0.03%
149,579
-1,088
444
$6.44M 0.03%
276,198
-39,699
445
$6.44M 0.03%
134,152
+22,892
446
$6.42M 0.03%
203,856
-58,491
447
$6.41M 0.03%
75,098
+14,699
448
$6.4M 0.03%
152,054
+4,367
449
$6.39M 0.03%
225,675
+9,975
450
$6.36M 0.03%
66,079
+11,577
16 17
18
19 20