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
826
$3M 0.01%
53,874
-4,357
827
$2.98M 0.01%
607,725
+48,757
828
$2.97M 0.01%
39,232
-4,745
829
$2.97M 0.01%
66,337
+11,887
830
$2.96M 0.01%
197,186
-110,531
831
$2.94M 0.01%
123,327
-17,305
832
$2.93M 0.01%
342,699
+32,761
833
$2.93M 0.01%
55,899
+40,032
834
$2.91M 0.01%
101,896
+44,080
835
$2.91M 0.01%
109,539
+3,246
836
$2.89M 0.01%
50,469
+4,514
837
$2.89M 0.01%
+223,031
838
$2.86M 0.01%
132,744
+14,706
839
$2.86M 0.01%
167,923
-58,590
840
$2.85M 0.01%
297,354
-14,274
841
$2.85M 0.01%
43,012
-1,430
842
$2.84M 0.01%
+228,379
843
$2.83M 0.01%
56,723
+46,083
844
$2.83M 0.01%
349,565
+103,631
845
$2.82M 0.01%
22,055
-3,160
846
$2.82M 0.01%
169,394
+16,253
847
$2.81M 0.01%
+76,632
848
$2.8M 0.01%
62,001
-6,071
849
$2.8M 0.01%
59,345
+24,209
850
$2.79M 0.01%
23,761
-387
32 33
34
35 36