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
626
$4.1M 0.02%
140,204
+52,786
627
$4.08M 0.02%
102,009
-1,316
628
$4.06M 0.02%
87,935
+9,178
629
$4.05M 0.02%
65,271
+646
630
$4.04M 0.02%
159,572
-8,737
631
$4.04M 0.02%
240,044
+97,646
632
$4.01M 0.02%
272,915
+47,345
633
$3.99M 0.02%
89,954
+19,961
634
$3.99M 0.02%
47,126
-1,274
635
$3.97M 0.02%
1,251
+231
636
$3.96M 0.02%
129,389
+11,275
637
$3.96M 0.02%
108,177
+54,581
638
$3.92M 0.02%
118,002
+67,957
639
$3.92M 0.02%
24,645
-155
640
$3.92M 0.02%
135,705
-117,266
641
$3.91M 0.02%
182,514
+44,622
642
$3.9M 0.02%
138,207
-2,548
643
$3.9M 0.02%
494,982
-16,147
644
$3.88M 0.02%
60,904
+13,857
645
$3.87M 0.02%
62,526
-45,129
646
$3.85M 0.02%
246,823
+62,641
647
$3.84M 0.02%
54,770
-6,368
648
$3.84M 0.02%
76,151
-770
649
$3.84M 0.02%
16,418
+1,400
650
$3.84M 0.02%
128,277
-1,276
24 25
26
27 28