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
1101
$1.35M 0.01%
106,821
+81,559
1102
$1.35M 0.01%
34,864
+4,283
1103
$1.35M 0.01%
38,123
+6,150
1104
$1.34M 0.01%
49,018
+1,841
1105
$1.34M 0.01%
17,419
-171
1106
$1.34M 0.01%
31,856
-4,252
1107
$1.33M 0.01%
17,232
-4,245
1108
$1.32M 0.01%
+13,195
1109
$1.32M 0.01%
22,131
-12,192
1110
$1.32M 0.01%
56,372
+52
1111
$1.31M 0.01%
78,824
-8,275
1112
$1.31M 0.01%
+13,985
1113
$1.31M 0.01%
61,802
-582
1114
$1.31M 0.01%
26,383
+1,074
1115
$1.31M 0.01%
86,286
+1,985
1116
$1.31M 0.01%
18,891
+888
1117
$1.3M 0.01%
39,350
+1,167
1118
$1.3M 0.01%
38,716
+17,924
1119
$1.29M 0.01%
28,775
-3,186
1120
$1.28M 0.01%
+49,435
1121
$1.28M 0.01%
4,647
-1,212
1122
$1.28M 0.01%
20,177
-562
1123
$1.28M 0.01%
+23,599
1124
$1.27M 0.01%
+7,793
1125
$1.27M 0.01%
29,251
-332
43 44
45
46 47