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
551
$4.94M 0.03%
192,039
+21,118
552
$4.9M 0.03%
118,071
+25,582
553
$4.9M 0.03%
109,925
-8,494
554
$4.85M 0.03%
99,314
+24,256
555
$4.85M 0.03%
131,741
+24,503
556
$4.83M 0.03%
36,973
-2,031
557
$4.81M 0.03%
102,365
558
$4.79M 0.03%
53,772
-118
559
$4.78M 0.03%
4,204
+225
560
$4.78M 0.03%
177,029
-26,078
561
$4.7M 0.03%
166,782
+7,455
562
$4.7M 0.03%
127,344
-17,785
563
$4.69M 0.03%
335,790
-22,712
564
$4.69M 0.03%
+110,568
565
$4.68M 0.02%
104,435
+16,177
566
$4.65M 0.02%
60,222
+194
567
$4.64M 0.02%
86,313
+17,458
568
$4.63M 0.02%
53,316
+3,582
569
$4.63M 0.02%
70,770
-1,255
570
$4.61M 0.02%
105,564
-3,039
571
$4.6M 0.02%
71,146
-57,528
572
$4.6M 0.02%
137,743
+27,146
573
$4.59M 0.02%
5,723
-279
574
$4.59M 0.02%
160,163
-18,972
575
$4.59M 0.02%
161,375
+11,217
21 22
23
24 25