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
701
$3.44M 0.02%
40,737
-75,186
702
$3.44M 0.02%
1,010,170
+241,760
703
$3.44M 0.02%
77,980
-19,454
704
$3.43M 0.02%
70,217
+13,002
705
$3.43M 0.02%
307,717
+95,162
706
$3.42M 0.02%
99,436
-16,147
707
$3.42M 0.02%
101,836
-71,405
708
$3.42M 0.02%
75,760
-8,667
709
$3.41M 0.02%
16,660
-2,759
710
$3.39M 0.02%
144,930
-1,160
711
$3.38M 0.02%
200,673
-3,859
712
$3.38M 0.02%
663,696
+216,656
713
$3.38M 0.02%
113,148
+2,523
714
$3.38M 0.02%
281,503
-114
715
$3.37M 0.02%
202,385
+5,376
716
$3.37M 0.02%
44,889
+10,898
717
$3.34M 0.02%
51,758
+1,567
718
$3.33M 0.02%
+99,722
719
$3.31M 0.02%
21,874
+839
720
$3.3M 0.02%
80,485
+4,947
721
$3.3M 0.02%
187,523
+3,819
722
$3.29M 0.02%
25,893
-284
723
$3.29M 0.02%
162,933
+70,586
724
$3.27M 0.02%
249,884
-20,688
725
$3.27M 0.02%
63,826
-1,482
27 28
29
30 31