Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$125M 0.58%
+956,011
27
$124M 0.58%
3,220,560
+4,334
28
$119M 0.55%
986,135
+16,065
29
$118M 0.55%
1,160,284
-85,772
30
$117M 0.54%
1,574,622
-8,505
31
$115M 0.53%
1,364,899
-109,820
32
$113M 0.52%
1,580,451
-11,507
33
$108M 0.5%
1,553,280
-129,619
34
$108M 0.5%
688,525
+28,471
35
$106M 0.49%
1,074,268
-18,366
36
$104M 0.48%
1,066,994
+56,766
37
$101M 0.47%
1,883,952
+104,610
38
$100M 0.46%
1,552,022
+81,442
39
$98.5M 0.46%
981,608
+228,577
40
$98M 0.45%
1,095,810
+137,225
41
$97.5M 0.45%
794,785
+101,456
42
$96M 0.44%
1,658,755
-18,130
43
$95.6M 0.44%
497,236
+85,841
44
$95M 0.44%
1,138,238
+23,464
45
$94.1M 0.44%
1,161,070
-11,621
46
$92.3M 0.43%
2,619,598
-221,341
47
$91.4M 0.42%
718,020
+66,921
48
$90.3M 0.42%
2,239,390
+116,086
49
$89M 0.41%
+2,572,520
50
$88.2M 0.41%
3,027,740
-82,636
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