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
1151
$1.19M 0.01%
110,705
+8,394
1152
$1.19M 0.01%
35,386
+2,564
1153
$1.19M 0.01%
11,941
+5,635
1154
$1.19M 0.01%
19,305
-117,508
1155
$1.18M 0.01%
83,953
+9,109
1156
$1.18M 0.01%
69,640
-23,576
1157
$1.18M 0.01%
82,558
+95
1158
$1.18M 0.01%
211,091
+57,495
1159
$1.18M 0.01%
+13,001
1160
$1.18M 0.01%
94,104
+45,283
1161
$1.18M 0.01%
70,683
+2,408
1162
$1.17M 0.01%
36,259
-141
1163
$1.17M 0.01%
143,583
+3,512
1164
$1.17M 0.01%
7,433
+1,218
1165
$1.17M 0.01%
40,430
-5,399
1166
$1.16M 0.01%
9,433
-355
1167
$1.16M 0.01%
52,758
-2,295
1168
$1.16M 0.01%
29,460
-11,511
1169
$1.16M 0.01%
26,710
+727
1170
$1.16M 0.01%
+21,774
1171
$1.15M 0.01%
38,359
+9,341
1172
$1.15M 0.01%
192,780
1173
$1.15M 0.01%
50,526
-10,563
1174
$1.15M 0.01%
49,924
+32,963
1175
$1.14M 0.01%
16,066
-4,375
45 46
47
48 49