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
951
$1.88M 0.01%
119,688
-20,139
952
$1.88M 0.01%
25,912
-7,579
953
$1.87M 0.01%
47,790
-6,885
954
$1.87M 0.01%
39,102
+6,844
955
$1.87M 0.01%
128,189
+1,910
956
$1.87M 0.01%
215,970
+37,867
957
$1.85M 0.01%
39,831
+8,135
958
$1.85M 0.01%
91,152
-86
959
$1.85M 0.01%
61,904
+41,526
960
$1.83M 0.01%
182,431
-141,938
961
$1.83M 0.01%
54,578
-1,938
962
$1.83M 0.01%
23,781
-3,276
963
$1.83M 0.01%
116,476
+31,850
964
$1.81M 0.01%
54,080
+3,084
965
$1.8M 0.01%
192,380
+690
966
$1.8M 0.01%
68,654
-37,099
967
$1.79M 0.01%
48,242
-580
968
$1.79M 0.01%
44,596
-1,758
969
$1.79M 0.01%
23,447
+544
970
$1.79M 0.01%
21,258
+5
971
$1.79M 0.01%
161,893
-12,189
972
$1.77M 0.01%
5,545
-78
973
$1.77M 0.01%
+78,404
974
$1.77M 0.01%
29,700
+9,893
975
$1.76M 0.01%
17,921
-2,514
37 38
39
40 41