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
676
$3.59M 0.02%
236,348
-33,060
677
$3.59M 0.02%
155,939
-7,242
678
$3.58M 0.02%
60,033
+11,524
679
$3.58M 0.02%
56,077
+22,901
680
$3.57M 0.02%
+190,334
681
$3.55M 0.02%
112,937
-34,282
682
$3.55M 0.02%
+116,537
683
$3.55M 0.02%
84,584
+27,178
684
$3.55M 0.02%
155,980
+8,180
685
$3.54M 0.02%
63,589
-262,082
686
$3.54M 0.02%
294,834
-2,710
687
$3.54M 0.02%
133,350
+13,060
688
$3.53M 0.02%
125,583
+32,564
689
$3.52M 0.02%
51,419
-801
690
$3.5M 0.02%
48,695
-1,001
691
$3.5M 0.02%
224,376
+103,511
692
$3.49M 0.02%
187,535
+8,147
693
$3.49M 0.02%
333,104
-22,537
694
$3.48M 0.02%
129,465
-23,256
695
$3.48M 0.02%
15,953
-3,132
696
$3.47M 0.02%
259,597
+55,761
697
$3.47M 0.02%
19,647
-42,521
698
$3.46M 0.02%
25,215
+2,879
699
$3.46M 0.02%
304,479
700
$3.45M 0.02%
191,386
+37,352
26 27
28
29 30