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
1301
$1.06M ﹤0.01%
135,037
+13,661
1302
$1.06M ﹤0.01%
23,350
+922
1303
$1.05M ﹤0.01%
42,000
1304
$1.05M ﹤0.01%
62,575
+4,000
1305
$1.05M ﹤0.01%
15,776
+164
1306
$1.05M ﹤0.01%
49,698
-372
1307
$1.05M ﹤0.01%
18,629
-68
1308
$1.05M ﹤0.01%
69,488
+18,978
1309
$1.04M ﹤0.01%
101,926
-60,924
1310
$1.04M ﹤0.01%
13,880
+350
1311
$1.04M ﹤0.01%
51,731
-3,778
1312
$1.04M ﹤0.01%
30,054
-56,777
1313
$1.04M ﹤0.01%
+170,000
1314
$1.03M ﹤0.01%
38,541
+10,583
1315
$1.03M ﹤0.01%
+64,832
1316
$1.03M ﹤0.01%
27,320
+1,140
1317
$1.03M ﹤0.01%
139,527
+35,125
1318
$1.03M ﹤0.01%
71,522
+16,812
1319
$1.03M ﹤0.01%
72,342
+12,528
1320
$1.02M ﹤0.01%
+43,456
1321
$1.02M ﹤0.01%
22,334
-679
1322
$1.01M ﹤0.01%
7,439
-439
1323
$1.01M ﹤0.01%
9,521
+629
1324
$1.01M ﹤0.01%
10,212
+322
1325
$1.01M ﹤0.01%
48,005
-20,170
51 52
53
54 55