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
976
$2.1M 0.01%
48,618
-10,416
977
$2.09M 0.01%
85,316
+10,780
978
$2.09M 0.01%
44,392
+350
979
$2.09M 0.01%
23,027
-282
980
$2.08M 0.01%
+140,441
981
$2.08M 0.01%
+51,024
982
$2.08M 0.01%
75,139
-211
983
$2.07M 0.01%
87,723
+9,319
984
$2.06M 0.01%
46,824
-132
985
$2.06M 0.01%
178,122
-843
986
$2.06M 0.01%
25,670
-6,695
987
$2.06M 0.01%
+33,221
988
$2.06M 0.01%
165,621
+1,079
989
$2.06M 0.01%
48,377
-3,013
990
$2.05M 0.01%
+87,439
991
$2.05M 0.01%
41,235
-3,604
992
$2.05M 0.01%
129,577
+16,634
993
$2.05M 0.01%
113,897
+8,845
994
$2.04M 0.01%
31,229
+1,742
995
$2.04M 0.01%
85,984
+2,599
996
$2.04M 0.01%
+130,167
997
$2.04M 0.01%
54,256
-4,017
998
$2.02M 0.01%
128,394
-3,291
999
$2.02M 0.01%
114,900
-850
1000
$2.02M 0.01%
95,580
+4,428
38 39
40
41 42