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
1051
$1.5M 0.01%
3,506
-609
1052
$1.49M 0.01%
85,239
+13,467
1053
$1.49M 0.01%
29,635
-1,234
1054
$1.49M 0.01%
+39,510
1055
$1.49M 0.01%
146,588
+4,248
1056
$1.48M 0.01%
3,750
1057
$1.48M 0.01%
18,903
-1,158
1058
$1.48M 0.01%
54,960
+3,735
1059
$1.48M 0.01%
93,630
-10,384
1060
$1.45M 0.01%
60,000
-2,300
1061
$1.45M 0.01%
77,466
-7,090
1062
$1.45M 0.01%
192,942
+1,729
1063
$1.45M 0.01%
102,963
+6,612
1064
$1.45M 0.01%
11,650
+95
1065
$1.44M 0.01%
89,288
+9,842
1066
$1.43M 0.01%
44,069
+1,120
1067
$1.43M 0.01%
125,163
+18,921
1068
$1.43M 0.01%
27,680
+3,987
1069
$1.43M 0.01%
56,133
-5,930
1070
$1.42M 0.01%
37,212
+3,926
1071
$1.42M 0.01%
23,711
-1,820
1072
$1.42M 0.01%
43,328
+9,192
1073
$1.42M 0.01%
31,264
-4,999
1074
$1.41M 0.01%
101,258
+86,740
1075
$1.41M 0.01%
15,310
-526
41 42
43
44 45