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
1451
$648K ﹤0.01%
47,965
+14,421
1452
$647K ﹤0.01%
74,711
-450,449
1453
$645K ﹤0.01%
39,088
+5,028
1454
$644K ﹤0.01%
+25,901
1455
$644K ﹤0.01%
57,800
-5,125
1456
$642K ﹤0.01%
30,401
-935
1457
$642K ﹤0.01%
43,616
+3,641
1458
$634K ﹤0.01%
13,857
+2,489
1459
$633K ﹤0.01%
5,369
+1,603
1460
$631K ﹤0.01%
27,944
+990
1461
$630K ﹤0.01%
17,148
-2,320
1462
$630K ﹤0.01%
108,126
+7,100
1463
$628K ﹤0.01%
5,913
+102
1464
$627K ﹤0.01%
+42,114
1465
$626K ﹤0.01%
+6,849
1466
$624K ﹤0.01%
7,512
1467
$623K ﹤0.01%
7,331
+1,162
1468
$623K ﹤0.01%
69,973
-2,100
1469
$622K ﹤0.01%
20,564
-8,365
1470
$621K ﹤0.01%
+5,182
1471
$619K ﹤0.01%
13,417
+3,251
1472
$615K ﹤0.01%
17,605
-503
1473
$614K ﹤0.01%
15,705
-27,696
1474
$611K ﹤0.01%
18,381
-51,639
1475
$611K ﹤0.01%
71,989
+659
57 58
59
60 61