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
1226
$1.01M 0.01%
63,653
-3,076
1227
$1.01M 0.01%
16,845
-233
1228
$1.01M 0.01%
32,410
+200
1229
$1.01M 0.01%
+111,491
1230
$1.01M 0.01%
82,742
+13,572
1231
$1.01M 0.01%
77,415
-89,540
1232
$1.01M 0.01%
60,647
-14,443
1233
$1.01M 0.01%
52,376
+596
1234
$1.01M 0.01%
13,514
+5,231
1235
$1.01M 0.01%
51,794
+11,844
1236
$1M 0.01%
41,224
-1,540
1237
$995K 0.01%
27,086
-695
1238
$992K 0.01%
42,000
-10,000
1239
$990K 0.01%
32,832
-310
1240
$986K 0.01%
57,634
-2,513
1241
$985K 0.01%
75,762
-30,312
1242
$984K 0.01%
13,810
-888
1243
$979K 0.01%
18,302
-5,354
1244
$978K 0.01%
32,736
+11,260
1245
$973K 0.01%
26,180
-2,240
1246
$970K 0.01%
46,058
-17,759
1247
$968K 0.01%
20,716
-2,172
1248
$968K 0.01%
32,718
+1,607
1249
$964K 0.01%
36,646
-7,052
1250
$964K 0.01%
104,402
+3,425
48 49
50
51 52