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
501
$5.54M 0.03%
107,473
+23,403
502
$5.53M 0.03%
360,737
+45,299
503
$5.53M 0.03%
61,449
+1,281
504
$5.51M 0.03%
81,401
+9,124
505
$5.49M 0.03%
112,842
-8,043
506
$5.48M 0.03%
76,724
+17,140
507
$5.46M 0.03%
335,048
-19,859
508
$5.46M 0.03%
206,476
+50,976
509
$5.45M 0.03%
132,578
+32,676
510
$5.44M 0.03%
63,719
-44,671
511
$5.43M 0.03%
150,434
+23,309
512
$5.43M 0.03%
23,290
+2,530
513
$5.38M 0.03%
90,823
-34,042
514
$5.37M 0.03%
72,007
+14,344
515
$5.37M 0.03%
132,036
-97,504
516
$5.35M 0.03%
228,469
-161,017
517
$5.35M 0.03%
60,457
-6,349
518
$5.35M 0.03%
15,508
-629
519
$5.34M 0.03%
159,001
+29,919
520
$5.34M 0.03%
172,924
+38,898
521
$5.33M 0.03%
62,776
+540
522
$5.33M 0.03%
167,804
+34,759
523
$5.32M 0.03%
5,970,600
+1,697,080
524
$5.32M 0.03%
223,589
+42,557
525
$5.31M 0.03%
39,025
-515
19 20
21
22 23