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
726
$3.26M 0.02%
131,145
+9,421
727
$3.26M 0.02%
60,110
+7,578
728
$3.24M 0.02%
58,231
-4,873
729
$3.23M 0.02%
137,073
-51,524
730
$3.22M 0.02%
122,598
-7,670
731
$3.22M 0.02%
121,306
+52,369
732
$3.22M 0.02%
53,040
-573,938
733
$3.22M 0.02%
43,303
+6,037
734
$3.21M 0.02%
129,492
+3,415
735
$3.19M 0.02%
86,737
-17,955
736
$3.19M 0.02%
47,283
-638
737
$3.19M 0.02%
264,121
+100,272
738
$3.19M 0.02%
116,284
+17,835
739
$3.18M 0.02%
65,852
-2,887
740
$3.18M 0.02%
138,129
+126,468
741
$3.17M 0.02%
51,058
+10,170
742
$3.16M 0.02%
48,485
-4,322
743
$3.15M 0.02%
134,086
+559
744
$3.14M 0.02%
129,730
+89,876
745
$3.14M 0.02%
27,445
+4,174
746
$3.13M 0.02%
84,384
+46,931
747
$3.11M 0.02%
120,220
-194,388
748
$3.11M 0.02%
311,628
+12,606
749
$3.11M 0.02%
19,389
+3,531
750
$3.1M 0.02%
67,881
-12,723
28 29
30
31 32