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
976
$1.75M 0.01%
12,635
-139
977
$1.74M 0.01%
76,900
+3,529
978
$1.74M 0.01%
90,000
-93
979
$1.74M 0.01%
36,517
-2,597
980
$1.73M 0.01%
29,654
+140
981
$1.72M 0.01%
112,943
+91,418
982
$1.72M 0.01%
117,056
+7,164
983
$1.71M 0.01%
122,645
-10,820
984
$1.71M 0.01%
112,210
-15,918
985
$1.71M 0.01%
37,229
-2,739
986
$1.71M 0.01%
39,698
-1,659
987
$1.71M 0.01%
10,950
-923
988
$1.71M 0.01%
39,382
-113,152
989
$1.7M 0.01%
38,472
+3,217
990
$1.7M 0.01%
160,919
-5,000
991
$1.7M 0.01%
+37,688
992
$1.7M 0.01%
67,805
-4,809
993
$1.69M 0.01%
124,737
+54,153
994
$1.69M 0.01%
65,000
-1,300
995
$1.69M 0.01%
46,823
-5,335
996
$1.69M 0.01%
35,136
+2,548
997
$1.69M 0.01%
81,803
+27,957
998
$1.68M 0.01%
21,101
+871
999
$1.68M 0.01%
39,564
-1,014
1000
$1.68M 0.01%
52,824
-7,230
38 39
40
41 42