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
876
$2.24M 0.01%
39,293
+5,606
877
$2.23M 0.01%
48,264
-4,907
878
$2.22M 0.01%
28,769
+360
879
$2.22M 0.01%
133,909
+106,410
880
$2.21M 0.01%
156,800
+53,759
881
$2.21M 0.01%
187,000
882
$2.2M 0.01%
49,764
+11,881
883
$2.2M 0.01%
78,708
+11,349
884
$2.2M 0.01%
31,005
+7,086
885
$2.2M 0.01%
118,905
+62,765
886
$2.19M 0.01%
25,515
+15,756
887
$2.19M 0.01%
51,390
+21,433
888
$2.19M 0.01%
52,142
-79
889
$2.19M 0.01%
63,322
+979
890
$2.18M 0.01%
44,839
+2,264
891
$2.18M 0.01%
59,285
+3,483
892
$2.18M 0.01%
23,309
+4,735
893
$2.16M 0.01%
90,516
-3,462
894
$2.15M 0.01%
131,366
-17,177
895
$2.15M 0.01%
261,716
-17,838
896
$2.14M 0.01%
83,932
-2,869
897
$2.14M 0.01%
45,219
+2,287
898
$2.14M 0.01%
51,795
-70,594
899
$2.13M 0.01%
64,805
-142,670
900
$2.12M 0.01%
54,634
+1,573
34 35
36
37 38