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
1526
$555K ﹤0.01%
32,908
+708
1527
$555K ﹤0.01%
14,962
-1,290
1528
$554K ﹤0.01%
19,229
-904
1529
$554K ﹤0.01%
15,137
-20
1530
$554K ﹤0.01%
39,531
-1,300
1531
$550K ﹤0.01%
8,411
-685
1532
$548K ﹤0.01%
22,895
+4,403
1533
$548K ﹤0.01%
17,013
-2,222
1534
$548K ﹤0.01%
+49,539
1535
$546K ﹤0.01%
85,113
-7,319
1536
$545K ﹤0.01%
36,417
-208
1537
$544K ﹤0.01%
31,437
-4,613
1538
$544K ﹤0.01%
9,412
-7,981
1539
$542K ﹤0.01%
15,772
+624
1540
$540K ﹤0.01%
5,132
-1,374
1541
$538K ﹤0.01%
9,128
+1,778
1542
$538K ﹤0.01%
5,192
+257
1543
$537K ﹤0.01%
25,106
+9,004
1544
$535K ﹤0.01%
14,855
-6,877
1545
$535K ﹤0.01%
11,811
+454
1546
$534K ﹤0.01%
22,650
+2,443
1547
$534K ﹤0.01%
282
-18
1548
$534K ﹤0.01%
18,944
-3,933
1549
$533K ﹤0.01%
40,225
-100
1550
$533K ﹤0.01%
33,890
+1,503
60 61
62
63 64