Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.56M 0.02%
64,804
-5,008
752
$3.56M 0.02%
53,433
+31,468
753
$3.54M 0.02%
121,795
+5,511
754
$3.54M 0.02%
182,511
+51,155
755
$3.53M 0.02%
277,163
-57,885
756
$3.53M 0.02%
100,300
+5,342
757
$3.5M 0.02%
43,064
-239
758
$3.5M 0.02%
140,020
-4,662
759
$3.49M 0.02%
43,084
-1,805
760
$3.48M 0.02%
84,888
-19,401
761
$3.48M 0.02%
169,203
+55,248
762
$3.46M 0.02%
304,479
763
$3.46M 0.02%
62,693
+2,583
764
$3.45M 0.02%
26,177
+284
765
$3.45M 0.02%
107,621
+7,899
766
$3.44M 0.02%
+72,036
767
$3.42M 0.02%
91,068
+4,331
768
$3.38M 0.02%
142,104
-2,826
769
$3.38M 0.02%
199,679
+48,114
770
$3.37M 0.02%
237,900
+57,120
771
$3.37M 0.02%
55,784
+2,915
772
$3.36M 0.02%
73,623
+7,771
773
$3.35M 0.02%
203,315
+2,642
774
$3.34M 0.02%
28,281
+733
775
$3.34M 0.02%
187,779
+256
29 30
31
32 33