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
651
$3.82M 0.02%
168,344
+1,270
652
$3.81M 0.02%
70,176
-14,830
653
$3.8M 0.02%
40,455
+3,748
654
$3.79M 0.02%
78,343
-8,976
655
$3.76M 0.02%
138,384
-22,782
656
$3.74M 0.02%
69,812
-8,544
657
$3.73M 0.02%
160,391
-3,312
658
$3.73M 0.02%
33,520
+1,246
659
$3.73M 0.02%
144,718
+4,654
660
$3.72M 0.02%
73,651
+12,707
661
$3.7M 0.02%
26,161
+13,865
662
$3.7M 0.02%
144,682
-20,231
663
$3.69M 0.02%
206,168
-16,066
664
$3.68M 0.02%
69,025
+13,654
665
$3.68M 0.02%
57,431
+9,566
666
$3.67M 0.02%
2,999
-879
667
$3.65M 0.02%
97,901
+586
668
$3.65M 0.02%
71,416
-2,194
669
$3.65M 0.02%
30,765
-9,842
670
$3.63M 0.02%
55,463
-14,443
671
$3.62M 0.02%
61,112
+16,665
672
$3.62M 0.02%
34,046
-8,614
673
$3.62M 0.02%
41,432
+7,357
674
$3.61M 0.02%
328,199
+79,339
675
$3.6M 0.02%
36,573
-9,886
25 26
27
28 29