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
751
$3.1M 0.02%
+156,118
752
$3.09M 0.02%
70,519
+1,882
753
$3.08M 0.02%
68,072
-6,182
754
$3.08M 0.02%
194,347
-3,977
755
$3.07M 0.02%
46,858
+3,509
756
$3.07M 0.02%
46,294
+482
757
$3.06M 0.02%
63,276
-4,866
758
$3.06M 0.02%
27,548
-53,562
759
$3.05M 0.02%
95,065
+7,145
760
$3.05M 0.02%
49,793
-589
761
$3.03M 0.02%
93,304
-104
762
$3.02M 0.02%
33,465
-149
763
$3M 0.02%
14,834
+1,141
764
$3M 0.02%
102,094
+14,801
765
$3M 0.02%
86,831
+29,062
766
$2.98M 0.02%
97,228
+14,441
767
$2.97M 0.02%
3,334
+97
768
$2.97M 0.02%
16,237
+229
769
$2.97M 0.02%
3,606
-399
770
$2.97M 0.02%
254,700
771
$2.96M 0.02%
78,011
-4,991
772
$2.95M 0.02%
48,558
-14,272
773
$2.94M 0.02%
83,385
-104,248
774
$2.94M 0.02%
105,653
+13,063
775
$2.92M 0.02%
109,752
-723
29 30
31
32 33