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
601
$4.3M 0.02%
227,002
+52,256
602
$4.3M 0.02%
445,000
-100
603
$4.29M 0.02%
86,450
+35,527
604
$4.29M 0.02%
109,689
+16,618
605
$4.28M 0.02%
258,308
-13,429
606
$4.25M 0.02%
400,267
+245,534
607
$4.25M 0.02%
445,066
+91,353
608
$4.24M 0.02%
80,603
-55,351
609
$4.24M 0.02%
595,182
+19,239
610
$4.24M 0.02%
102,238
-6,371
611
$4.24M 0.02%
144,171
-1,548
612
$4.23M 0.02%
64,418
+11,534
613
$4.22M 0.02%
56,318
-13,125
614
$4.22M 0.02%
225,771
+29
615
$4.21M 0.02%
222,789
+6,524
616
$4.2M 0.02%
153,028
-12,038
617
$4.19M 0.02%
43,642
+18,370
618
$4.16M 0.02%
226,513
+7,668
619
$4.16M 0.02%
53,254
+14,567
620
$4.14M 0.02%
44,063
+2,701
621
$4.14M 0.02%
86,714
+487
622
$4.12M 0.02%
104,289
-4,704
623
$4.11M 0.02%
143,599
-83
624
$4.1M 0.02%
235,277
+455
625
$4.1M 0.02%
49,941
+12,097
23 24
25
26 27