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
1626
$459K ﹤0.01%
19,489
+7,547
1627
$457K ﹤0.01%
13,706
-281
1628
$457K ﹤0.01%
3,376
+50
1629
$457K ﹤0.01%
11,326
+3,519
1630
$456K ﹤0.01%
21,252
-8,601
1631
$455K ﹤0.01%
12,231
-45,676
1632
$454K ﹤0.01%
9,849
-14,852
1633
$453K ﹤0.01%
+18,963
1634
$452K ﹤0.01%
15,839
-295
1635
$450K ﹤0.01%
10,468
+2,156
1636
$450K ﹤0.01%
6,576
1637
$449K ﹤0.01%
14,930
-7,730
1638
$449K ﹤0.01%
11,109
+4,435
1639
$448K ﹤0.01%
30,615
+7,505
1640
$447K ﹤0.01%
18,155
-1,862
1641
$447K ﹤0.01%
15,770
+1,811
1642
$447K ﹤0.01%
7,740
+830
1643
$446K ﹤0.01%
9,024
-277
1644
$445K ﹤0.01%
15,123
+558
1645
$444K ﹤0.01%
7,051
+1,730
1646
$442K ﹤0.01%
11,228
-2,360
1647
$441K ﹤0.01%
22,850
+2,110
1648
$441K ﹤0.01%
9,951
+2,778
1649
$440K ﹤0.01%
24,424
-4,151
1650
$438K ﹤0.01%
5,696
-1,668
64 65
66
67 68