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
801
$2.71M 0.01%
94,164
+86,224
802
$2.7M 0.01%
131,356
+8,823
803
$2.69M 0.01%
157,257
-31,153
804
$2.67M 0.01%
167,619
-365
805
$2.65M 0.01%
87,654
-32,353
806
$2.64M 0.01%
52,911
+9,930
807
$2.63M 0.01%
55,765
+1,507
808
$2.63M 0.01%
66,012
-29,365
809
$2.62M 0.01%
49,535
+2,977
810
$2.61M 0.01%
23,683
-6,323
811
$2.61M 0.01%
91,339
+15,009
812
$2.61M 0.01%
118,038
+18,165
813
$2.61M 0.01%
24,148
-2,065
814
$2.61M 0.01%
112,359
-161,361
815
$2.59M 0.01%
89,579
-1,669
816
$2.59M 0.01%
175,879
-7,832
817
$2.57M 0.01%
70,086
+29,818
818
$2.57M 0.01%
82,563
-1,831
819
$2.56M 0.01%
56,477
-490
820
$2.55M 0.01%
71,087
-126
821
$2.55M 0.01%
13,361
+883
822
$2.54M 0.01%
190,041
+151,973
823
$2.54M 0.01%
5,110
-112
824
$2.52M 0.01%
156,562
825
$2.52M 0.01%
92,722
+23,303
31 32
33
34 35