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
576
$4.58M 0.02%
82,559
-4,851
577
$4.57M 0.02%
112,658
+412
578
$4.55M 0.02%
354,397
-60,886
579
$4.53M 0.02%
62,246
-7,721
580
$4.52M 0.02%
97,315
+11,109
581
$4.51M 0.02%
241,788
+2,187
582
$4.51M 0.02%
81,222
+12,216
583
$4.51M 0.02%
164,947
+36,699
584
$4.48M 0.02%
156,916
-11,894
585
$4.47M 0.02%
576,475
+220,510
586
$4.47M 0.02%
1,387,300
-13,185
587
$4.46M 0.02%
146,025
+29,596
588
$4.45M 0.02%
68,215
-46,725
589
$4.45M 0.02%
70,916
-365
590
$4.44M 0.02%
32,875
-11,589
591
$4.44M 0.02%
91,010
+2,531
592
$4.44M 0.02%
102,638
-4,318
593
$4.42M 0.02%
43,849
-1,987
594
$4.42M 0.02%
232,326
-35,144
595
$4.4M 0.02%
58,588
-678
596
$4.39M 0.02%
183,323
+2,792
597
$4.39M 0.02%
58,523
+6,796
598
$4.36M 0.02%
50,831
+784
599
$4.36M 0.02%
146,165
+4,742
600
$4.33M 0.02%
38,000
+3,618
22 23
24
25 26