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
1351
$779K ﹤0.01%
77,687
-23,335
1352
$778K ﹤0.01%
59,814
+34,322
1353
$774K ﹤0.01%
34,334
+922
1354
$772K ﹤0.01%
3,507
-296
1355
$772K ﹤0.01%
84,791
+8,781
1356
$771K ﹤0.01%
9,560
+15
1357
$771K ﹤0.01%
72,976
-4,858
1358
$767K ﹤0.01%
33,025
+5,661
1359
$766K ﹤0.01%
68,010
+17,112
1360
$766K ﹤0.01%
18,948
-1,764
1361
$762K ﹤0.01%
+34,477
1362
$759K ﹤0.01%
64,344
-221
1363
$758K ﹤0.01%
23,756
+16,314
1364
$758K ﹤0.01%
29,704
-7,996
1365
$757K ﹤0.01%
21,894
-355
1366
$756K ﹤0.01%
54,877
+2,307
1367
$755K ﹤0.01%
16,908
+23
1368
$754K ﹤0.01%
123,175
-7,205
1369
$753K ﹤0.01%
12,470
-41
1370
$752K ﹤0.01%
57,034
-11,772
1371
$750K ﹤0.01%
16,834
-2,749
1372
$747K ﹤0.01%
7,086
+1,052
1373
$746K ﹤0.01%
54,710
+7,206
1374
$746K ﹤0.01%
44,678
+15,129
1375
$744K ﹤0.01%
16,226
+124
53 54
55
56 57