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
1201
$1.07M 0.01%
22,384
-604
1202
$1.07M 0.01%
7,878
-1,742
1203
$1.07M 0.01%
55,509
+6,897
1204
$1.06M 0.01%
40,377
+7,942
1205
$1.06M 0.01%
+12,760
1206
$1.06M 0.01%
47,288
-9,310
1207
$1.06M 0.01%
37,590
+23,681
1208
$1.06M 0.01%
21,548
+984
1209
$1.06M 0.01%
8,029
-1,379
1210
$1.06M 0.01%
30,699
+849
1211
$1.05M 0.01%
66,210
-208,450
1212
$1.05M 0.01%
24,384
-1,967
1213
$1.05M 0.01%
19,351
-7,854
1214
$1.05M 0.01%
18,697
-2,064
1215
$1.04M 0.01%
20,761
+6,565
1216
$1.04M 0.01%
+29,144
1217
$1.04M 0.01%
15,272
+4,092
1218
$1.03M 0.01%
40,457
+529
1219
$1.03M 0.01%
30,848
-247
1220
$1.03M 0.01%
28,196
-664
1221
$1.03M 0.01%
26,875
+18,975
1222
$1.02M 0.01%
60,575
-5,545
1223
$1.02M 0.01%
16,872
+970
1224
$1.02M 0.01%
44,289
-9,382
1225
$1.02M 0.01%
63,055
-16,873
47 48
49
50 51