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
801
$3.18M 0.01%
38,848
+2,275
802
$3.16M 0.01%
122,515
-10,835
803
$3.16M 0.01%
68,573
-7,187
804
$3.15M 0.01%
30,950
-2,570
805
$3.13M 0.01%
111,171
+20,686
806
$3.1M 0.01%
168,642
+86,839
807
$3.09M 0.01%
32,787
+8,136
808
$3.08M 0.01%
67,463
+3,459
809
$3.08M 0.01%
43,299
+1,867
810
$3.07M 0.01%
47,005
-1,480
811
$3.07M 0.01%
112,685
+7,173
812
$3.06M 0.01%
45,021
+5,097
813
$3.06M 0.01%
347,343
+19,144
814
$3.06M 0.01%
227,297
+8,331
815
$3.05M 0.01%
41,188
+12,238
816
$3.05M 0.01%
+780,270
817
$3.04M 0.01%
78,188
+50,378
818
$3.04M 0.01%
86,849
-8,216
819
$3.04M 0.01%
70,303
+8,969
820
$3.04M 0.01%
51,566
-12,023
821
$3.04M 0.01%
131,378
+24,373
822
$3.01M 0.01%
108,463
+4,869
823
$3.01M 0.01%
47,236
+3,105
824
$3.01M 0.01%
93,503
+199
825
$3M 0.01%
55,562
+37,260
31 32
33
34 35