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
1651
$437K ﹤0.01%
28,214
-1,548
1652
$437K ﹤0.01%
16,132
-46,383
1653
$436K ﹤0.01%
14,082
+56
1654
$435K ﹤0.01%
16,113
-3,178
1655
$434K ﹤0.01%
14,057
+3,705
1656
$433K ﹤0.01%
83,482
+27,311
1657
$433K ﹤0.01%
+23,126
1658
$431K ﹤0.01%
12,770
-95,489
1659
$431K ﹤0.01%
388
-1
1660
$430K ﹤0.01%
18,668
1661
$430K ﹤0.01%
18,578
+3,616
1662
$430K ﹤0.01%
22,162
+7,711
1663
$428K ﹤0.01%
1,526
-418
1664
$428K ﹤0.01%
+22,261
1665
$427K ﹤0.01%
6,909
+2,806
1666
$427K ﹤0.01%
21,898
+7,300
1667
$426K ﹤0.01%
22,900
+5,830
1668
$425K ﹤0.01%
13,128
-1,506
1669
$424K ﹤0.01%
24,850
+8,000
1670
$423K ﹤0.01%
+3,137
1671
$422K ﹤0.01%
21,988
+1,475
1672
$422K ﹤0.01%
+28,530
1673
$421K ﹤0.01%
+8,811
1674
$421K ﹤0.01%
12,017
+3,803
1675
$420K ﹤0.01%
5,093
+1,600
65 66
67
68 69