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
126
$33.8M 0.18%
93,858
-5,375
127
$33.6M 0.18%
375,815
-9,420
128
$33.5M 0.18%
880,075
+185,009
129
$33.5M 0.18%
1,096,454
+8,166
130
$33.4M 0.18%
240,196
-61,965
131
$32.6M 0.17%
1,058,064
+49,543
132
$31.9M 0.17%
389,917
+76,873
133
$31.8M 0.17%
638,842
+32,006
134
$31.8M 0.17%
762,969
+113,707
135
$31.7M 0.17%
276,759
+17,411
136
$31.2M 0.17%
280,217
+6,837
137
$31.2M 0.17%
2,309,331
+373,584
138
$31.1M 0.17%
266,267
+21,993
139
$31M 0.17%
248,635
+26,367
140
$31M 0.17%
685,687
+45,184
141
$30.6M 0.16%
577,640
-426,118
142
$30.5M 0.16%
388,554
-31,909
143
$30M 0.16%
438,223
+156,049
144
$29.7M 0.16%
862,451
+35,414
145
$29.7M 0.16%
353,985
+365
146
$29.4M 0.16%
293,722
+18,543
147
$29.2M 0.16%
745,341
+2,481
148
$29.1M 0.15%
1,344,688
-457,156
149
$28.9M 0.15%
1,365,705
-27,220
150
$28.8M 0.15%
330,400
+18,811
4 5
6
7 8