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
1276
$1.13M 0.01%
19,339
+2,467
1277
$1.13M 0.01%
62,105
-742
1278
$1.13M 0.01%
50,210
+3,202
1279
$1.12M 0.01%
7,943
+4,567
1280
$1.12M 0.01%
37,712
-3,654
1281
$1.12M 0.01%
156,749
+17,011
1282
$1.11M 0.01%
+69,308
1283
$1.11M 0.01%
36,883
+237
1284
$1.11M 0.01%
25,940
+4,204
1285
$1.11M 0.01%
8,125
-701
1286
$1.1M 0.01%
45,861
+32,484
1287
$1.1M 0.01%
14,721
-2,232
1288
$1.1M 0.01%
41,334
+877
1289
$1.1M 0.01%
178,735
-96,430
1290
$1.1M 0.01%
27,647
-20,595
1291
$1.09M 0.01%
24,172
-46,347
1292
$1.09M 0.01%
132,671
+49,198
1293
$1.09M 0.01%
10,264
-42,184
1294
$1.08M 0.01%
65,697
+19,357
1295
$1.08M 0.01%
71,886
-3,876
1296
$1.08M 0.01%
12,961
-1,628
1297
$1.07M 0.01%
95,511
+320
1298
$1.07M 0.01%
+28,490
1299
$1.07M ﹤0.01%
14,465
+1,979
1300
$1.06M ﹤0.01%
18,397
+978
50 51
52
53 54