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
851
$2.38M 0.01%
28,809
+4,026
852
$2.37M 0.01%
60,880
+7,415
853
$2.36M 0.01%
31,764
+27,041
854
$2.35M 0.01%
61,334
+33,396
855
$2.34M 0.01%
78,059
-1,437
856
$2.33M 0.01%
61,739
-56,974
857
$2.32M 0.01%
75,350
+13,603
858
$2.32M 0.01%
71,626
-6,321
859
$2.32M 0.01%
50,426
-66,281
860
$2.32M 0.01%
78,209
+16,421
861
$2.31M 0.01%
155,133
+53,264
862
$2.31M 0.01%
71,286
-4,901
863
$2.3M 0.01%
39,762
+14,311
864
$2.3M 0.01%
152,471
+5,929
865
$2.3M 0.01%
51,267
-4,384
866
$2.29M 0.01%
+89,324
867
$2.28M 0.01%
27,740
-90,125
868
$2.28M 0.01%
54,450
-37,300
869
$2.27M 0.01%
27,702
-13,278
870
$2.27M 0.01%
126,163
+2,967
871
$2.27M 0.01%
22,878
+4,179
872
$2.26M 0.01%
100,129
-190,867
873
$2.25M 0.01%
80,834
-212
874
$2.25M 0.01%
42,838
-9,228
875
$2.24M 0.01%
24,104
+643
33 34
35
36 37