Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1.18M 0.01%
18,155
+14,431
1252
$1.17M 0.01%
54,370
+2,576
1253
$1.17M 0.01%
19,392
+794
1254
$1.17M 0.01%
21,541
-9,464
1255
$1.17M 0.01%
44,295
-131
1256
$1.17M 0.01%
17,847
+15,274
1257
$1.17M 0.01%
266,100
+9,896
1258
$1.16M 0.01%
+23,306
1259
$1.16M 0.01%
52,669
-89
1260
$1.16M 0.01%
81,325
+545
1261
$1.16M 0.01%
14,070
+2,420
1262
$1.16M 0.01%
39,024
-326
1263
$1.16M 0.01%
60,424
-1,378
1264
$1.16M 0.01%
36,976
+4,188
1265
$1.15M 0.01%
37,440
-59,788
1266
$1.15M 0.01%
20,632
+3,485
1267
$1.15M 0.01%
34,026
-5,527
1268
$1.15M 0.01%
33,328
+1,674
1269
$1.15M 0.01%
112,487
-1,022
1270
$1.14M 0.01%
47,838
+7,299
1271
$1.14M 0.01%
20,379
+1,442
1272
$1.14M 0.01%
15,684
-1,230
1273
$1.14M 0.01%
8,624
-1,307
1274
$1.13M 0.01%
68,545
-3,223
1275
$1.13M 0.01%
+10,735
49 50
51
52 53