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
1176
$1.14M 0.01%
47,008
+4,458
1177
$1.14M 0.01%
71,768
-2,459
1178
$1.13M 0.01%
139,738
-113,281
1179
$1.13M 0.01%
87,935
-29,308
1180
$1.13M 0.01%
289,356
+33,645
1181
$1.13M 0.01%
18,020
+2,643
1182
$1.12M 0.01%
9,931
+2,655
1183
$1.12M 0.01%
22,428
+2,724
1184
$1.11M 0.01%
46,515
+19,381
1185
$1.11M 0.01%
30,038
-9,966
1186
$1.11M 0.01%
83,660
+8,789
1187
$1.1M 0.01%
59,429
+44,354
1188
$1.1M 0.01%
+66,817
1189
$1.09M 0.01%
16,866
-999
1190
$1.09M 0.01%
16,914
-224
1191
$1.09M 0.01%
55,121
-8,558
1192
$1.09M 0.01%
+12,514
1193
$1.08M 0.01%
26,945
-4,214
1194
$1.08M 0.01%
28,444
-1,534
1195
$1.08M 0.01%
80,780
+6,980
1196
$1.08M 0.01%
38,649
+10,309
1197
$1.07M 0.01%
6,594
+1,082
1198
$1.07M 0.01%
36,974
-5,705
1199
$1.07M 0.01%
127,458
-8,404
1200
$1.07M 0.01%
39,553
+6,978
46 47
48
49 50