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
1401
$714K ﹤0.01%
20,346
-3,045
1402
$714K ﹤0.01%
120,917
+1,813
1403
$714K ﹤0.01%
16,632
-889
1404
$714K ﹤0.01%
39,465
-20,245
1405
$713K ﹤0.01%
6,464
+3,523
1406
$712K ﹤0.01%
22,407
-3,388
1407
$711K ﹤0.01%
40,061
-513
1408
$706K ﹤0.01%
18,769
+6,017
1409
$703K ﹤0.01%
14,832
+2,342
1410
$701K ﹤0.01%
20,700
-37,683
1411
$701K ﹤0.01%
+7,920
1412
$699K ﹤0.01%
105,840
+10,200
1413
$698K ﹤0.01%
13,955
+1,533
1414
$696K ﹤0.01%
7,405
+1,194
1415
$695K ﹤0.01%
46,560
+19,857
1416
$694K ﹤0.01%
9,584
+8
1417
$691K ﹤0.01%
5,568
+1,348
1418
$689K ﹤0.01%
9,119
+549
1419
$688K ﹤0.01%
43,934
-1,900
1420
$688K ﹤0.01%
7,362
+239
1421
$688K ﹤0.01%
64,160
-16,344
1422
$686K ﹤0.01%
10,640
+352
1423
$681K ﹤0.01%
10,760
-4,001
1424
$681K ﹤0.01%
37,460
+1,466
1425
$680K ﹤0.01%
3,566
+821
55 56
57
58 59