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
451
$6.35M 0.03%
60,993
+13,659
452
$6.34M 0.03%
60,084
+5,597
453
$6.32M 0.03%
108,393
-5,784
454
$6.3M 0.03%
121,219
+19,448
455
$6.28M 0.03%
100,127
-5,632
456
$6.26M 0.03%
707,304
-21,986
457
$6.25M 0.03%
200,911
-1,398
458
$6.24M 0.03%
105,712
+5,092
459
$6.24M 0.03%
65,532
-3,697
460
$6.21M 0.03%
308,093
+66,416
461
$6.2M 0.03%
152,097
-85,493
462
$6.19M 0.03%
23,567
-2,485
463
$6.15M 0.03%
129,703
+31,318
464
$6.14M 0.03%
43,678
+29,257
465
$6.13M 0.03%
593,603
+25,058
466
$6.11M 0.03%
159,511
+4,869
467
$6.11M 0.03%
113,010
+11,108
468
$6.06M 0.03%
57,132
-29
469
$6.05M 0.03%
169,316
-38,687
470
$6M 0.03%
83,123
-20,089
471
$5.98M 0.03%
126,423
+21,603
472
$5.98M 0.03%
133,725
+31,966
473
$5.98M 0.03%
132,828
+17,171
474
$5.97M 0.03%
157,695
-25,023
475
$5.96M 0.03%
110,922
-2,707
17 18
19
20 21