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
1301
$856K ﹤0.01%
14,366
1302
$856K ﹤0.01%
34,804
+21,590
1303
$854K ﹤0.01%
19,994
-533
1304
$854K ﹤0.01%
11,647
+4,231
1305
$853K ﹤0.01%
90,650
-6,100
1306
$853K ﹤0.01%
22,136
-3,830
1307
$852K ﹤0.01%
71,339
+255
1308
$851K ﹤0.01%
18,948
+4,420
1309
$849K ﹤0.01%
18,607
+2,239
1310
$848K ﹤0.01%
202,941
-8,880
1311
$846K ﹤0.01%
27,810
+17,856
1312
$845K ﹤0.01%
12,486
+979
1313
$843K ﹤0.01%
39,987
+894
1314
$841K ﹤0.01%
51,756
-72,814
1315
$840K ﹤0.01%
69,797
-527
1316
$838K ﹤0.01%
17,686
-7,199
1317
$837K ﹤0.01%
21,736
+6,052
1318
$837K ﹤0.01%
58,933
+20,080
1319
$836K ﹤0.01%
134,050
+80,749
1320
$829K ﹤0.01%
29,812
-3,510
1321
$827K ﹤0.01%
61,570
-11,034
1322
$826K ﹤0.01%
+243,133
1323
$826K ﹤0.01%
175,999
+309
1324
$825K ﹤0.01%
8,868
-225
1325
$825K ﹤0.01%
17,859
-4,332
51 52
53
54 55