Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$705K ﹤0.01%
36,261
-1,199
1552
$704K ﹤0.01%
10,053
+1,995
1553
$703K ﹤0.01%
8,136
-9,096
1554
$703K ﹤0.01%
24,623
+2,599
1555
$702K ﹤0.01%
32,613
+13,950
1556
$700K ﹤0.01%
6,757
+77
1557
$700K ﹤0.01%
47,163
-802
1558
$698K ﹤0.01%
22,138
-538
1559
$698K ﹤0.01%
13,511
-27,216
1560
$697K ﹤0.01%
17,470
+4,703
1561
$696K ﹤0.01%
23,415
+375
1562
$696K ﹤0.01%
26,800
+3,900
1563
$690K ﹤0.01%
37,979
+11,133
1564
$690K ﹤0.01%
46,322
+3,662
1565
$689K ﹤0.01%
22,104
+3,723
1566
$689K ﹤0.01%
+20,291
1567
$689K ﹤0.01%
12,427
+8,324
1568
$686K ﹤0.01%
20,036
-18,689
1569
$686K ﹤0.01%
12,108
+1,738
1570
$685K ﹤0.01%
19,512
+7,876
1571
$685K ﹤0.01%
11,968
-1,989
1572
$683K ﹤0.01%
8,522
+951
1573
$683K ﹤0.01%
3,221
+264
1574
$682K ﹤0.01%
63,079
-8,260
1575
$681K ﹤0.01%
23,868
-376
61 62
63
64 65