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
926
$1.99M 0.01%
66,127
-4,165
927
$1.98M 0.01%
37,092
+699
928
$1.98M 0.01%
73,407
+3,310
929
$1.98M 0.01%
131,476
+42,005
930
$1.98M 0.01%
164,542
+13,925
931
$1.97M 0.01%
123,117
+85,267
932
$1.96M 0.01%
147,843
+3,264
933
$1.96M 0.01%
35,432
-3,151
934
$1.96M 0.01%
131,685
+1,230
935
$1.96M 0.01%
54,690
-11,608
936
$1.96M 0.01%
152,103
+41,210
937
$1.96M 0.01%
56,403
+550
938
$1.95M 0.01%
245,934
-2,978
939
$1.94M 0.01%
105,052
+8,476
940
$1.94M 0.01%
29,487
+484
941
$1.93M 0.01%
58,273
-4,745
942
$1.93M 0.01%
296,237
+30,592
943
$1.91M 0.01%
59,034
-2,892
944
$1.91M 0.01%
44,042
+28,218
945
$1.9M 0.01%
321,210
+28,361
946
$1.9M 0.01%
16,694
-5,601
947
$1.89M 0.01%
51,481
-652
948
$1.89M 0.01%
87,398
-5,166
949
$1.88M 0.01%
157,681
-14,200
950
$1.88M 0.01%
38,439
+10,885
36 37
38
39 40