Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$82.4M 0.44%
693,329
+420
52
$82M 0.44%
651,099
+44,047
53
$81.2M 0.43%
791,411
+29,699
54
$77.8M 0.41%
549,176
+63,572
55
$77.6M 0.41%
411,395
-25,514
56
$76.4M 0.41%
715,022
+58,585
57
$76.2M 0.41%
344,195
+7,116
58
$75.1M 0.4%
753,031
+51,954
59
$74M 0.39%
822,424
+42,862
60
$73.2M 0.39%
668,528
+53,049
61
$71.8M 0.38%
973,169
+17,671
62
$70.4M 0.38%
885,233
-54,049
63
$70.2M 0.37%
341,688
-96,037
64
$69.5M 0.37%
385,246
+513
65
$68.5M 0.37%
2,315,692
-32,324
66
$66.9M 0.36%
974,538
-18,515
67
$66.3M 0.35%
1,281,831
+71,493
68
$65.3M 0.35%
1,142,742
-190,398
69
$64.7M 0.34%
431,594
+79,118
70
$64.5M 0.34%
1,266,744
+62,579
71
$63.5M 0.34%
1,770,216
+1,225,887
72
$62.4M 0.33%
1,491,660
-121,060
73
$62.2M 0.33%
702,927
-1,338
74
$61.9M 0.33%
728,157
+117,378
75
$61.6M 0.33%
1,132,532
+74,104
1 2
3
4 5