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
1101
$1.61M 0.01%
81,260
+11,620
1102
$1.61M 0.01%
34,873
-823
1103
$1.61M 0.01%
34,377
-487
1104
$1.61M 0.01%
+128,217
1105
$1.6M 0.01%
8,716
-605
1106
$1.6M 0.01%
33,763
-427
1107
$1.6M 0.01%
126,379
+19,558
1108
$1.6M 0.01%
38,810
+338
1109
$1.58M 0.01%
41,571
+14,861
1110
$1.58M 0.01%
92,486
+25,669
1111
$1.57M 0.01%
96,902
-34,574
1112
$1.57M 0.01%
53,424
-2,979
1113
$1.57M 0.01%
32,649
-7,049
1114
$1.57M 0.01%
31,268
+4
1115
$1.56M 0.01%
31,585
+14,690
1116
$1.56M 0.01%
+55,883
1117
$1.56M 0.01%
39,246
+530
1118
$1.56M 0.01%
22,630
-8,361
1119
$1.56M 0.01%
68,862
-9,348
1120
$1.55M 0.01%
92,000
+2,815
1121
$1.55M 0.01%
60,438
-1,835
1122
$1.55M 0.01%
58,215
-71,250
1123
$1.54M 0.01%
37,565
+353
1124
$1.54M 0.01%
56,250
-1,350
1125
$1.54M 0.01%
45,381
+1,312
43 44
45
46 47