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
1501
$581K ﹤0.01%
29,076
+2,612
1502
$580K ﹤0.01%
27,168
-40,580
1503
$579K ﹤0.01%
+8,964
1504
$579K ﹤0.01%
21,340
-972
1505
$578K ﹤0.01%
17,375
+1,565
1506
$577K ﹤0.01%
+41,252
1507
$576K ﹤0.01%
21,886
+793
1508
$576K ﹤0.01%
19,364
+1,420
1509
$576K ﹤0.01%
12,384
-4,288
1510
$575K ﹤0.01%
+28,310
1511
$573K ﹤0.01%
11,281
-333
1512
$572K ﹤0.01%
10,343
-4,879
1513
$571K ﹤0.01%
14,610
-1,101
1514
$570K ﹤0.01%
84,729
+63,472
1515
$569K ﹤0.01%
75,960
+24,710
1516
$566K ﹤0.01%
49,690
+7,626
1517
$564K ﹤0.01%
5,053
-763
1518
$563K ﹤0.01%
23,935
+2,470
1519
$562K ﹤0.01%
4,202
+135
1520
$561K ﹤0.01%
18,954
-497
1521
$559K ﹤0.01%
34,275
+645
1522
$558K ﹤0.01%
54,945
1523
$558K ﹤0.01%
10,370
-708
1524
$557K ﹤0.01%
4,064
+274
1525
$556K ﹤0.01%
61,852
+2,814
59 60
61
62 63