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
826
$2.52M 0.01%
49,853
-46
827
$2.52M 0.01%
100,621
-36,948
828
$2.51M 0.01%
23,377
+9,036
829
$2.51M 0.01%
90,485
+5,252
830
$2.51M 0.01%
2,081
+446
831
$2.5M 0.01%
151,565
+50,107
832
$2.5M 0.01%
86,961
-125,055
833
$2.47M 0.01%
+313,580
834
$2.47M 0.01%
57,099
-4,441
835
$2.46M 0.01%
70,020
-9,231
836
$2.46M 0.01%
58,600
-4,800
837
$2.46M 0.01%
79,879
+15,686
838
$2.46M 0.01%
110,594
839
$2.45M 0.01%
107,005
-3,488
840
$2.45M 0.01%
159,876
+18,604
841
$2.43M 0.01%
39,924
-708
842
$2.43M 0.01%
44,131
-2,735
843
$2.43M 0.01%
66,014
-1,354
844
$2.43M 0.01%
52,869
+2,029
845
$2.43M 0.01%
28,950
+2,258
846
$2.42M 0.01%
105,512
+23,838
847
$2.41M 0.01%
32,888
+3,516
848
$2.41M 0.01%
32,365
-1,063
849
$2.4M 0.01%
138,349
-1,096
850
$2.4M 0.01%
103,594
+35,977
32 33
34
35 36