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
476
$5.95M 0.03%
964,834
-149,447
477
$5.95M 0.03%
56,410
+15,466
478
$5.94M 0.03%
39,310
+6,121
479
$5.94M 0.03%
154,505
+20,706
480
$5.91M 0.03%
152,181
+14,264
481
$5.86M 0.03%
14,787
-704
482
$5.86M 0.03%
86,444
-7,655
483
$5.86M 0.03%
113,295
+49,576
484
$5.8M 0.03%
119,779
-95
485
$5.78M 0.03%
81,023
+3,472
486
$5.73M 0.03%
117,796
+23,339
487
$5.71M 0.03%
1,109,985
-126,240
488
$5.71M 0.03%
89,727
+4,410
489
$5.7M 0.03%
36,320
+2,136
490
$5.67M 0.03%
211,676
+42,951
491
$5.65M 0.03%
260,154
+82,893
492
$5.59M 0.03%
125,882
+6,706
493
$5.59M 0.03%
195,266
+49,903
494
$5.59M 0.03%
52,448
+47,296
495
$5.58M 0.03%
152,435
-2,447
496
$5.58M 0.03%
112,001
-35,883
497
$5.57M 0.03%
272,416
+61,747
498
$5.57M 0.03%
65,028
+3,157
499
$5.55M 0.03%
116,302
-1,781
500
$5.54M 0.03%
284,965
+14,877
18 19
20
21 22