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
1001
$1.67M 0.01%
74,536
+3,044
1002
$1.67M 0.01%
319,928
+76,852
1003
$1.67M 0.01%
42,535
-21,303
1004
$1.67M 0.01%
64,567
+25,871
1005
$1.66M 0.01%
8,598
+228
1006
$1.66M 0.01%
29,948
+19,637
1007
$1.66M 0.01%
+37,614
1008
$1.66M 0.01%
34,190
-3,370
1009
$1.65M 0.01%
35,696
-812
1010
$1.65M 0.01%
87,500
+5,390
1011
$1.64M 0.01%
162,850
+91,274
1012
$1.64M 0.01%
275,165
-77,370
1013
$1.64M 0.01%
28,432
+65
1014
$1.64M 0.01%
31,712
+3,986
1015
$1.64M 0.01%
34,619
-4,170
1016
$1.63M 0.01%
49,162
-5,916
1017
$1.62M 0.01%
47,367
+27,616
1018
$1.62M 0.01%
20,391
-2,675
1019
$1.62M 0.01%
27,666
-20,786
1020
$1.61M 0.01%
57,816
+16,008
1021
$1.61M 0.01%
14,748
+2,520
1022
$1.61M 0.01%
48,273
-1,986
1023
$1.61M 0.01%
48,433
+12,523
1024
$1.6M 0.01%
216,873
-7,085
1025
$1.6M 0.01%
136,478
+20,823
39 40
41
42 43