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
1326
$821K ﹤0.01%
21,182
-79,362
1327
$820K ﹤0.01%
7,913
-857
1328
$815K ﹤0.01%
10,682
+260
1329
$814K ﹤0.01%
27,408
-1,202
1330
$814K ﹤0.01%
16,260
-1,400
1331
$811K ﹤0.01%
20,841
+4,923
1332
$810K ﹤0.01%
99,445
-4,017
1333
$808K ﹤0.01%
6,125
-654
1334
$808K ﹤0.01%
27,958
-32,651
1335
$805K ﹤0.01%
13,172
-49,011
1336
$805K ﹤0.01%
46,340
-442
1337
$802K ﹤0.01%
463
-39
1338
$800K ﹤0.01%
36,553
+13,974
1339
$800K ﹤0.01%
65,284
-69
1340
$799K ﹤0.01%
31,364
-216,292
1341
$798K ﹤0.01%
+56,558
1342
$795K ﹤0.01%
51,286
+35,505
1343
$791K ﹤0.01%
22,600
+5,900
1344
$791K ﹤0.01%
46,633
-5,663
1345
$791K ﹤0.01%
9,019
-3,691
1346
$790K ﹤0.01%
60,455
+3,187
1347
$789K ﹤0.01%
60,973
+10,511
1348
$782K ﹤0.01%
+49,160
1349
$781K ﹤0.01%
36,657
+3,033
1350
$780K ﹤0.01%
62,577
-10,775
52 53
54
55 56