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
776
$2.91M 0.02%
43,977
+28,807
777
$2.9M 0.02%
44,442
+7,148
778
$2.89M 0.02%
29,907
+10,949
779
$2.89M 0.02%
218,966
+91,465
780
$2.88M 0.02%
60,025
-14,327
781
$2.87M 0.02%
94,958
+19,543
782
$2.85M 0.02%
29,498
-14,564
783
$2.84M 0.02%
102,496
-436
784
$2.83M 0.02%
32,056
-2,942
785
$2.83M 0.02%
47,266
+7,331
786
$2.83M 0.02%
90,995
-17,040
787
$2.82M 0.02%
65,036
+6,160
788
$2.79M 0.01%
71,742
-12,578
789
$2.79M 0.01%
64,004
-84
790
$2.79M 0.01%
69,128
-8,050
791
$2.78M 0.01%
29,770
-1,946
792
$2.78M 0.01%
106,293
+17,194
793
$2.77M 0.01%
24,314
-90,970
794
$2.77M 0.01%
180,780
+7,320
795
$2.76M 0.01%
59,621
+11,093
796
$2.74M 0.01%
147,948
-19,942
797
$2.74M 0.01%
223,605
-20,033
798
$2.74M 0.01%
39,463
-569
799
$2.73M 0.01%
108,731
+60,209
800
$2.72M 0.01%
309,938
+23,175
30 31
32
33 34