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
1376
$743K ﹤0.01%
47,832
-16,788
1377
$743K ﹤0.01%
+24,064
1378
$742K ﹤0.01%
14,649
+41
1379
$741K ﹤0.01%
+45,285
1380
$740K ﹤0.01%
14,186
-4,260
1381
$738K ﹤0.01%
9,404
-670
1382
$737K ﹤0.01%
+25,550
1383
$736K ﹤0.01%
+15,397
1384
$736K ﹤0.01%
24,875
+1,120
1385
$736K ﹤0.01%
21,837
+396
1386
$735K ﹤0.01%
14,160
-2,381
1387
$734K ﹤0.01%
18,000
-850
1388
$731K ﹤0.01%
21,994
+2,938
1389
$729K ﹤0.01%
7,980
-8,743
1390
$728K ﹤0.01%
50,510
+23,661
1391
$727K ﹤0.01%
14,111
+6,155
1392
$726K ﹤0.01%
7,571
+698
1393
$726K ﹤0.01%
24,684
+5,967
1394
$725K ﹤0.01%
8,568
+539
1395
$723K ﹤0.01%
+10,064
1396
$721K ﹤0.01%
54,239
-145
1397
$719K ﹤0.01%
+31,654
1398
$718K ﹤0.01%
45,000
-1,003
1399
$716K ﹤0.01%
21,719
-2,802
1400
$715K ﹤0.01%
5,561
+1,168
54 55
56
57 58