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
1026
$1.6M 0.01%
50,570
+41,595
1027
$1.6M 0.01%
89,184
-3,227
1028
$1.6M 0.01%
+78,210
1029
$1.59M 0.01%
73,243
+4,584
1030
$1.57M 0.01%
12,688
-9,727
1031
$1.57M 0.01%
58,336
-6,448
1032
$1.57M 0.01%
12,555
-4,169
1033
$1.57M 0.01%
+113,935
1034
$1.56M 0.01%
40,144
+27,442
1035
$1.56M 0.01%
20,453
+2,801
1036
$1.56M 0.01%
394,437
+23,853
1037
$1.55M 0.01%
107,413
+524
1038
$1.55M 0.01%
80,534
+43,758
1039
$1.55M 0.01%
20,867
-107
1040
$1.54M 0.01%
39,311
-11,002
1041
$1.54M 0.01%
126,808
+31,170
1042
$1.54M 0.01%
23,153
+13,756
1043
$1.53M 0.01%
8,070
-655
1044
$1.53M 0.01%
+77,333
1045
$1.52M 0.01%
12,541
+8,454
1046
$1.51M 0.01%
9,911
-2,232
1047
$1.51M 0.01%
58,691
+18,103
1048
$1.51M 0.01%
209,825
+37,100
1049
$1.51M 0.01%
114,400
+32,838
1050
$1.51M 0.01%
34,689
+82
40 41
42
43 44