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
1076
$1.41M 0.01%
129,691
-30,394
1077
$1.41M 0.01%
36,787
+3,980
1078
$1.41M 0.01%
15,772
-2,753
1079
$1.41M 0.01%
72,104
-7,275
1080
$1.4M 0.01%
45,435
+3,625
1081
$1.4M 0.01%
21,965
-22,570
1082
$1.4M 0.01%
11,298
+1,063
1083
$1.4M 0.01%
26,286
+1,450
1084
$1.4M 0.01%
11,834
+3,725
1085
$1.39M 0.01%
+22,550
1086
$1.39M 0.01%
8,826
+2,408
1087
$1.39M 0.01%
57,600
-5,510
1088
$1.39M 0.01%
57,668
+39,183
1089
$1.38M 0.01%
42,366
-5,587
1090
$1.38M 0.01%
11,945
+6,342
1091
$1.38M 0.01%
22,451
-115
1092
$1.38M 0.01%
176,500
1093
$1.37M 0.01%
68,175
+46,325
1094
$1.37M 0.01%
18,024
+898
1095
$1.37M 0.01%
69,045
+878
1096
$1.37M 0.01%
31,784
+29
1097
$1.37M 0.01%
89,185
-385
1098
$1.36M 0.01%
46,603
-1,941
1099
$1.35M 0.01%
47,933
+28,527
1100
$1.35M 0.01%
24,491
+11,953
42 43
44
45 46