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
1276
$902K ﹤0.01%
56,239
+10,045
1277
$900K ﹤0.01%
13,530
-198
1278
$897K ﹤0.01%
32,830
-1,302
1279
$895K ﹤0.01%
17,098
+6,533
1280
$894K ﹤0.01%
38,678
-10,012
1281
$893K ﹤0.01%
17,147
+1,617
1282
$892K ﹤0.01%
20,156
-3,589
1283
$890K ﹤0.01%
33,766
+808
1284
$889K ﹤0.01%
+55,881
1285
$888K ﹤0.01%
7,594
+754
1286
$886K ﹤0.01%
15,867
-669
1287
$884K ﹤0.01%
15,494
1288
$883K ﹤0.01%
121,376
+1,473
1289
$881K ﹤0.01%
21,517
-6,718
1290
$878K ﹤0.01%
46,329
-1,758
1291
$878K ﹤0.01%
221,969
-28,529
1292
$878K ﹤0.01%
15,612
+1,443
1293
$872K ﹤0.01%
9,890
+6
1294
$870K ﹤0.01%
17,554
-907
1295
$868K ﹤0.01%
62,847
+17,059
1296
$867K ﹤0.01%
8,102
+539
1297
$865K ﹤0.01%
26,234
-15,361
1298
$862K ﹤0.01%
+24,200
1299
$859K ﹤0.01%
13,658
+4,541
1300
$859K ﹤0.01%
29,624
+7,571
50 51
52
53 54