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
$11.4B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,380
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$21.8M
3
+$17.9M
4
UL icon
Unilever
UL
+$17.4M
5
DE icon
Deere & Co
DE
+$16.9M

Top Sells

1
+$29.9M
2
+$26.8M
3
+$26.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.7M
5
SIX
Six Flags Entertainment Corp.
SIX
+$13M

Sector Composition

1 Technology 12.93%
2 Healthcare 11.12%
3 Financials 9.31%
4 Industrials 9.28%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.71M 0.02%
51,796
+14,936
827
$1.71M 0.02%
30,670
-17,227
828
$1.7M 0.01%
28,498
-11,096
829
$1.7M 0.01%
65,813
+37,287
830
$1.7M 0.01%
+32,600
831
$1.7M 0.01%
160,483
+14,708
832
$1.69M 0.01%
41,091
+9,309
833
$1.69M 0.01%
100,996
+1,517
834
$1.69M 0.01%
22,011
-218
835
$1.69M 0.01%
15,353
-371
836
$1.68M 0.01%
54,332
-6,515
837
$1.68M 0.01%
121,824
+6,579
838
$1.68M 0.01%
169,878
+117,478
839
$1.67M 0.01%
+18,840
840
$1.67M 0.01%
34,002
+17,754
841
$1.67M 0.01%
54,435
+341
842
$1.67M 0.01%
37,890
-6,901
843
$1.67M 0.01%
60,220
-9,100
844
$1.67M 0.01%
37,079
-12,624
845
$1.67M 0.01%
124,218
+3,773
846
$1.66M 0.01%
41,626
+7,536
847
$1.66M 0.01%
46,766
+2,037
848
$1.65M 0.01%
36,959
-259
849
$1.65M 0.01%
33,077
-270
850
$1.65M 0.01%
84,305
+3,923
32 33
34
35 36