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
1376
$937K ﹤0.01%
+36,246
1377
$936K ﹤0.01%
5,280
-2,153
1378
$933K ﹤0.01%
69,327
+15,088
1379
$933K ﹤0.01%
18,739
-209
1380
$932K ﹤0.01%
+21,265
1381
$925K ﹤0.01%
13,624
-34
1382
$924K ﹤0.01%
59,243
+40,299
1383
$923K ﹤0.01%
37,387
+639
1384
$922K ﹤0.01%
19,413
+3,160
1385
$921K ﹤0.01%
14,014
-8,536
1386
$921K ﹤0.01%
+28,298
1387
$918K ﹤0.01%
103,322
+53,783
1388
$916K ﹤0.01%
58,968
+4,091
1389
$916K ﹤0.01%
105,220
-3,758
1390
$916K ﹤0.01%
+27,391
1391
$915K ﹤0.01%
17,906
+2,058
1392
$913K ﹤0.01%
24,092
+6,944
1393
$910K ﹤0.01%
17,585
-274
1394
$910K ﹤0.01%
+61,663
1395
$909K ﹤0.01%
17,920
+366
1396
$904K ﹤0.01%
52,196
-5,438
1397
$903K ﹤0.01%
25,180
-3,016
1398
$899K ﹤0.01%
11,378
+1,314
1399
$898K ﹤0.01%
+17,695
1400
$897K ﹤0.01%
+28,746
54 55
56
57 58