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
1426
$869K ﹤0.01%
44,313
-10,808
1427
$869K ﹤0.01%
12,980
+510
1428
$864K ﹤0.01%
18,010
-1,341
1429
$863K ﹤0.01%
48,708
+2,075
1430
$863K ﹤0.01%
9,174
+155
1431
$862K ﹤0.01%
68,472
-3,736
1432
$862K ﹤0.01%
18,000
1433
$861K ﹤0.01%
13,383
+3,525
1434
$861K ﹤0.01%
25,335
+7,960
1435
$860K ﹤0.01%
+80,000
1436
$860K ﹤0.01%
30,942
+1,130
1437
$859K ﹤0.01%
29,398
-306
1438
$859K ﹤0.01%
53,377
+2,091
1439
$858K ﹤0.01%
27,878
-2,970
1440
$857K ﹤0.01%
+35,895
1441
$857K ﹤0.01%
8,704
+4,640
1442
$855K ﹤0.01%
44,067
-611
1443
$850K ﹤0.01%
+36,418
1444
$847K ﹤0.01%
+22,010
1445
$846K ﹤0.01%
57,366
-4,204
1446
$842K ﹤0.01%
269,019
+136,188
1447
$841K ﹤0.01%
32,985
-18,750
1448
$840K ﹤0.01%
+14,019
1449
$840K ﹤0.01%
22,924
+6,088
1450
$838K ﹤0.01%
70,412
-34,677
56 57
58
59 60