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
1251
$962K 0.01%
16,895
+2,446
1252
$961K 0.01%
105,089
-40,271
1253
$959K 0.01%
32,249
-8,836
1254
$955K 0.01%
256,204
-700
1255
$953K 0.01%
53,953
+14,207
1256
$948K 0.01%
101,338
+33
1257
$948K 0.01%
120,619
-3,476
1258
$946K 0.01%
39,952
-802
1259
$946K 0.01%
64,618
-55,371
1260
$943K 0.01%
23,013
+756
1261
$940K 0.01%
52,810
+33,590
1262
$940K 0.01%
58,575
+29,602
1263
$940K 0.01%
36,202
-2,967
1264
$939K 0.01%
18,937
-8,294
1265
$932K 0.01%
46,405
+22,268
1266
$930K 0.01%
32,788
+24,457
1267
$929K 0.01%
40,539
-39,291
1268
$929K 0.01%
60,669
+6,242
1269
$925K ﹤0.01%
53,939
-2,395
1270
$914K ﹤0.01%
113,509
+52,436
1271
$912K ﹤0.01%
19,546
+150
1272
$910K ﹤0.01%
8,892
-109
1273
$910K ﹤0.01%
96,809
-7,392
1274
$909K ﹤0.01%
26,125
+5,460
1275
$905K ﹤0.01%
36,748
+1,349
49 50
51
52 53