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
1426
$677K ﹤0.01%
35,888
-296
1427
$675K ﹤0.01%
3,902
+1,179
1428
$673K ﹤0.01%
13,957
-21,449
1429
$670K ﹤0.01%
15,848
-830
1430
$668K ﹤0.01%
20,115
-10,367
1431
$668K ﹤0.01%
39,276
-21,732
1432
$667K ﹤0.01%
24,244
-2,610
1433
$667K ﹤0.01%
13,227
-110
1434
$666K ﹤0.01%
25,054
+538
1435
$665K ﹤0.01%
22,068
+11,776
1436
$665K ﹤0.01%
14,052
+67
1437
$665K ﹤0.01%
22,310
+3,118
1438
$665K ﹤0.01%
28,245
-4,758
1439
$664K ﹤0.01%
15,141
-22,576
1440
$663K ﹤0.01%
17,380
+1,928
1441
$662K ﹤0.01%
22,676
-1,872
1442
$661K ﹤0.01%
1,242
-375
1443
$659K ﹤0.01%
+16,253
1444
$658K ﹤0.01%
+8,978
1445
$656K ﹤0.01%
9,858
-904
1446
$652K ﹤0.01%
26,440
-735
1447
$652K ﹤0.01%
83,473
+57,019
1448
$649K ﹤0.01%
24,513
+1,286
1449
$649K ﹤0.01%
98,789
-1,350
1450
$648K ﹤0.01%
23,040
+2,825
56 57
58
59 60