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
1551
$531K ﹤0.01%
7,454
+335
1552
$527K ﹤0.01%
44,426
+29,259
1553
$525K ﹤0.01%
+28,361
1554
$524K ﹤0.01%
17,439
-645
1555
$524K ﹤0.01%
+35,719
1556
$522K ﹤0.01%
42,030
-2,999
1557
$522K ﹤0.01%
19,813
-1,352
1558
$519K ﹤0.01%
4,757
-209
1559
$518K ﹤0.01%
12,767
-413
1560
$518K ﹤0.01%
22,024
-189
1561
$514K ﹤0.01%
25,390
-2,441
1562
$514K ﹤0.01%
8,906
-122,127
1563
$513K ﹤0.01%
14,394
-14,162
1564
$513K ﹤0.01%
9,218
+843
1565
$513K ﹤0.01%
19,778
-1,619
1566
$512K ﹤0.01%
10,530
+101
1567
$512K ﹤0.01%
64,448
-575,108
1568
$511K ﹤0.01%
21,705
-1,080
1569
$511K ﹤0.01%
17,424
-2,994
1570
$510K ﹤0.01%
19,968
+783
1571
$509K ﹤0.01%
670,165
+26,885
1572
$505K ﹤0.01%
48,575
+31,781
1573
$505K ﹤0.01%
15,048
-29,856
1574
$504K ﹤0.01%
21,876
-42,893
1575
$503K ﹤0.01%
13,937
-33,449
61 62
63
64 65