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
1576
$503K ﹤0.01%
11,079
+176
1577
$502K ﹤0.01%
24,155
-5,357
1578
$502K ﹤0.01%
13,687
-5,081
1579
$502K ﹤0.01%
8,833
+5
1580
$500K ﹤0.01%
24,921
+5,730
1581
$500K ﹤0.01%
11,636
-43,140
1582
$499K ﹤0.01%
39,267
-246
1583
$498K ﹤0.01%
+24,173
1584
$498K ﹤0.01%
17,631
-262
1585
$497K ﹤0.01%
33,826
+10,879
1586
$494K ﹤0.01%
18,168
+3,200
1587
$491K ﹤0.01%
13,379
-9,077
1588
$491K ﹤0.01%
4,867
+2,692
1589
$491K ﹤0.01%
13,308
+6,873
1590
$490K ﹤0.01%
+32,250
1591
$489K ﹤0.01%
14,214
-132
1592
$488K ﹤0.01%
10,504
+155
1593
$488K ﹤0.01%
6,820
-813
1594
$487K ﹤0.01%
34,135
+70
1595
$486K ﹤0.01%
44,000
+10,750
1596
$486K ﹤0.01%
7,462
+125
1597
$485K ﹤0.01%
9,016
-71,802
1598
$485K ﹤0.01%
4,356
-52
1599
$484K ﹤0.01%
12,973
+736
1600
$483K ﹤0.01%
33,616
+4,681
62 63
64
65 66