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
1676
$420K ﹤0.01%
+17,245
1677
$419K ﹤0.01%
91,318
-243,397
1678
$419K ﹤0.01%
12,707
+950
1679
$417K ﹤0.01%
+26,557
1680
$417K ﹤0.01%
10,679
-478
1681
$417K ﹤0.01%
132,831
+5,467
1682
$415K ﹤0.01%
35,429
-3,027
1683
$414K ﹤0.01%
+43,717
1684
$414K ﹤0.01%
34,575
-725
1685
$413K ﹤0.01%
64,600
+675
1686
$412K ﹤0.01%
7,160
-5,990
1687
$412K ﹤0.01%
17,667
+6,312
1688
$410K ﹤0.01%
26,733
-23,992
1689
$410K ﹤0.01%
12,776
-7,969
1690
$407K ﹤0.01%
5,652
+1,284
1691
$407K ﹤0.01%
13,095
-470
1692
$406K ﹤0.01%
6,995
-1,975
1693
$405K ﹤0.01%
20,945
-3,191
1694
$405K ﹤0.01%
16,608
-582
1695
$404K ﹤0.01%
26,808
-74,016
1696
$403K ﹤0.01%
30,148
+1,759
1697
$403K ﹤0.01%
169
-232
1698
$401K ﹤0.01%
10,165
-8,997
1699
$400K ﹤0.01%
7,780
-6,570
1700
$400K ﹤0.01%
2,024
-50
66 67
68
69 70