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
1626
$627K ﹤0.01%
7,512
1627
$627K ﹤0.01%
30,483
+14,254
1628
$626K ﹤0.01%
9,620
+60
1629
$626K ﹤0.01%
17,124
-4,870
1630
$623K ﹤0.01%
34,291
+481
1631
$622K ﹤0.01%
16,000
+1,900
1632
$621K ﹤0.01%
16,600
-6,000
1633
$621K ﹤0.01%
89,577
+74,103
1634
$618K ﹤0.01%
40,052
+6,436
1635
$617K ﹤0.01%
+18,146
1636
$616K ﹤0.01%
24,180
-31,953
1637
$614K ﹤0.01%
12,030
-9,148
1638
$614K ﹤0.01%
5,784
+731
1639
$613K ﹤0.01%
23,675
+1,789
1640
$610K ﹤0.01%
53,871
-10,289
1641
$610K ﹤0.01%
54,200
-3,600
1642
$609K ﹤0.01%
54,150
-13,860
1643
$609K ﹤0.01%
24,889
+5,400
1644
$607K ﹤0.01%
32,961
+15,038
1645
$605K ﹤0.01%
+27,932
1646
$605K ﹤0.01%
22,402
+697
1647
$605K ﹤0.01%
8,395
+933
1648
$604K ﹤0.01%
15,746
+784
1649
$604K ﹤0.01%
14,921
+311
1650
$604K ﹤0.01%
45,252
+6,574
64 65
66
67 68