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
1601
$483K ﹤0.01%
+31,905
1602
$483K ﹤0.01%
9,872
-655
1603
$481K ﹤0.01%
+11,561
1604
$480K ﹤0.01%
14,710
+1,418
1605
$480K ﹤0.01%
61,124
+16,222
1606
$479K ﹤0.01%
25,994
+5,300
1607
$479K ﹤0.01%
19,268
+624
1608
$479K ﹤0.01%
38,678
+25,864
1609
$478K ﹤0.01%
50,774
-3,651
1610
$478K ﹤0.01%
9,950
-14,289
1611
$476K ﹤0.01%
18,560
-766
1612
$476K ﹤0.01%
81,156
-2,708
1613
$476K ﹤0.01%
10,820
+2,620
1614
$475K ﹤0.01%
50,105
+4,776
1615
$475K ﹤0.01%
26,846
-7,005
1616
$472K ﹤0.01%
16,229
+8,170
1617
$471K ﹤0.01%
4,706
-19,178
1618
$471K ﹤0.01%
10,822
-1,152
1619
$467K ﹤0.01%
10,040
-32,078
1620
$466K ﹤0.01%
48,996
-5,484
1621
$466K ﹤0.01%
19,907
+4,894
1622
$466K ﹤0.01%
221,000
+173,747
1623
$464K ﹤0.01%
+30,150
1624
$461K ﹤0.01%
10,292
+1,343
1625
$461K ﹤0.01%
28,998
-200
63 64
65
66 67