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
1126
$1.27M 0.01%
117,558
+105,381
1127
$1.27M 0.01%
48,610
+9,078
1128
$1.26M 0.01%
51,735
-1,995
1129
$1.26M 0.01%
19,327
+211
1130
$1.26M 0.01%
41,366
+8,632
1131
$1.26M 0.01%
38,725
-18,899
1132
$1.26M 0.01%
59,541
+6,273
1133
$1.25M 0.01%
18,821
-3,332
1134
$1.25M 0.01%
12,892
+331
1135
$1.25M 0.01%
39,924
-4,457
1136
$1.25M 0.01%
18,747
-23,224
1137
$1.25M 0.01%
93,214
+10,919
1138
$1.24M 0.01%
11,658
+870
1139
$1.24M 0.01%
65,930
+20,001
1140
$1.23M 0.01%
50,070
+612
1141
$1.22M 0.01%
73,373
+12,211
1142
$1.22M 0.01%
16,953
+711
1143
$1.22M 0.01%
45,341
-13,133
1144
$1.21M 0.01%
18,598
+383
1145
$1.21M 0.01%
21,178
+10,269
1146
$1.21M 0.01%
95,191
-5,191
1147
$1.21M 0.01%
14,589
+1,499
1148
$1.2M 0.01%
91,220
+58,483
1149
$1.2M 0.01%
33,480
-6,680
1150
$1.19M 0.01%
72,208
-5,832
44 45
46
47 48