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
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2.4M 0.01%
66,328
-3,758
927
$2.4M 0.01%
89,276
-48
928
$2.39M 0.01%
53,561
+3,681
929
$2.39M 0.01%
55,565
+31,181
930
$2.38M 0.01%
25,011
+5,356
931
$2.38M 0.01%
82,299
+8,597
932
$2.37M 0.01%
143,012
-16,864
933
$2.37M 0.01%
64,688
+7,589
934
$2.35M 0.01%
212,856
+50,963
935
$2.35M 0.01%
45,182
-4,353
936
$2.35M 0.01%
339,564
+19,636
937
$2.33M 0.01%
38,080
-4,758
938
$2.33M 0.01%
58,457
-13,285
939
$2.31M 0.01%
+239,551
940
$2.29M 0.01%
42,790
-4,033
941
$2.27M 0.01%
+96,555
942
$2.27M 0.01%
53,304
+1,162
943
$2.26M 0.01%
38,896
+8,948
944
$2.25M 0.01%
18,278
+357
945
$2.24M 0.01%
28,005
+2,093
946
$2.24M 0.01%
132,369
+1,003
947
$2.23M 0.01%
53,183
-76,766
948
$2.22M 0.01%
5,233
-312
949
$2.21M 0.01%
40,951
+13,271
950
$2.21M 0.01%
46,458
+26,912
36 37
38
39 40