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
901
$2.12M 0.01%
30,991
+3,116
902
$2.11M 0.01%
40,727
+29,360
903
$2.11M 0.01%
190,839
-631,116
904
$2.1M 0.01%
113,955
+10,153
905
$2.08M 0.01%
10,758
+173
906
$2.08M 0.01%
118,152
+8,556
907
$2.08M 0.01%
80,422
+4,886
908
$2.07M 0.01%
67,302
+2,870
909
$2.06M 0.01%
138,484
-5,327
910
$2.06M 0.01%
127,158
-63,030
911
$2.05M 0.01%
62,273
-7,943
912
$2.05M 0.01%
45,955
+3,131
913
$2.05M 0.01%
79,509
+18,844
914
$2.04M 0.01%
178,965
-13,999
915
$2.04M 0.01%
49,880
-69,702
916
$2.03M 0.01%
115,750
917
$2.03M 0.01%
36,137
-8,336
918
$2.03M 0.01%
24,651
+745
919
$2.03M 0.01%
73,702
+12,372
920
$2.02M 0.01%
38,478
+27,077
921
$2.02M 0.01%
46,956
-592
922
$2.02M 0.01%
60,240
-1,966
923
$2.01M 0.01%
19,655
+1,203
924
$2M 0.01%
332,884
-197,180
925
$1.99M 0.01%
149,606
-11,215
35 36
37
38 39