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
1076
$1.71M 0.01%
221,965
+12,140
1077
$1.71M 0.01%
61,890
+13,280
1078
$1.7M 0.01%
19,754
-637
1079
$1.69M 0.01%
27,679
+10,813
1080
$1.69M 0.01%
102,856
-26,835
1081
$1.69M 0.01%
28,603
+171
1082
$1.69M 0.01%
102,248
-23,915
1083
$1.68M 0.01%
68,872
-4,371
1084
$1.67M 0.01%
74,362
-9,570
1085
$1.67M 0.01%
197,034
+53,451
1086
$1.67M 0.01%
78,437
+1,104
1087
$1.66M 0.01%
19,859
+1,835
1088
$1.66M 0.01%
54,127
-451
1089
$1.65M 0.01%
+16,411
1090
$1.65M 0.01%
203,538
-58,178
1091
$1.65M 0.01%
7,823
-775
1092
$1.64M 0.01%
+78,222
1093
$1.64M 0.01%
31,559
+1,924
1094
$1.64M 0.01%
76,347
+7,302
1095
$1.63M 0.01%
105,128
-2,285
1096
$1.63M 0.01%
+34,801
1097
$1.63M 0.01%
84,902
+4,368
1098
$1.62M 0.01%
36,586
+22,426
1099
$1.62M 0.01%
64,650
-4,004
1100
$1.62M 0.01%
11,480
-354
42 43
44
45 46