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
901
$1.45M 0.01%
80,837
+12,719
902
$1.45M 0.01%
27,310
-256
903
$1.45M 0.01%
43,235
+6,283
904
$1.44M 0.01%
+26,744
905
$1.44M 0.01%
11,991
+2,598
906
$1.44M 0.01%
40,082
+1,202
907
$1.44M 0.01%
6,605
+985
908
$1.44M 0.01%
27,001
+3,684
909
$1.44M 0.01%
37,832
+23,004
910
$1.44M 0.01%
69,673
+1,952
911
$1.44M 0.01%
15,830
+3,103
912
$1.44M 0.01%
19,221
+6,148
913
$1.43M 0.01%
15,936
+6,457
914
$1.43M 0.01%
46,027
+5,276
915
$1.43M 0.01%
167,910
-41,920
916
$1.43M 0.01%
42,675
-136
917
$1.43M 0.01%
23,669
+2,051
918
$1.42M 0.01%
113,134
+57,807
919
$1.42M 0.01%
11,958
+5,998
920
$1.42M 0.01%
57,534
+4,551
921
$1.42M 0.01%
13,074
-1,694
922
$1.42M 0.01%
36,866
-1,026
923
$1.42M 0.01%
20,215
+2,089
924
$1.41M 0.01%
+29,468
925
$1.41M 0.01%
+480,510
35 36
37
38 39