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
1476
$610K ﹤0.01%
38,080
+2,346
1477
$609K ﹤0.01%
+13,530
1478
$608K ﹤0.01%
16,836
+5,836
1479
$607K ﹤0.01%
6,680
-710
1480
$606K ﹤0.01%
2,957
+995
1481
$603K ﹤0.01%
26,303
-847
1482
$603K ﹤0.01%
+42,660
1483
$602K ﹤0.01%
9,783
+120
1484
$602K ﹤0.01%
173,208
-45,514
1485
$601K ﹤0.01%
22,974
-1,114
1486
$601K ﹤0.01%
13,235
+1,456
1487
$600K ﹤0.01%
33,810
+7,093
1488
$597K ﹤0.01%
42,302
-5,372
1489
$597K ﹤0.01%
36,835
+9,509
1490
$596K ﹤0.01%
335,140
-15,384
1491
$595K ﹤0.01%
4,515
+73
1492
$594K ﹤0.01%
12,817
-4,350
1493
$593K ﹤0.01%
17,223
-1,395
1494
$593K ﹤0.01%
+24,124
1495
$593K ﹤0.01%
24,557
+2,644
1496
$588K ﹤0.01%
+24,432
1497
$586K ﹤0.01%
8,058
+1,171
1498
$585K ﹤0.01%
17,124
-784
1499
$583K ﹤0.01%
20,175
-5,477
1500
$582K ﹤0.01%
31,422
-21,490
58 59
60
61 62