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
1701
$400K ﹤0.01%
24,395
+1,880
1702
$399K ﹤0.01%
27,079
+14,073
1703
$398K ﹤0.01%
+11,675
1704
$398K ﹤0.01%
4,513
+1,011
1705
$398K ﹤0.01%
10,072
+98
1706
$398K ﹤0.01%
44,530
+10,638
1707
$398K ﹤0.01%
21,364
-11,768
1708
$396K ﹤0.01%
+10,489
1709
$395K ﹤0.01%
18,300
-626
1710
$394K ﹤0.01%
3,762
-11,606
1711
$394K ﹤0.01%
20,200
+200
1712
$394K ﹤0.01%
+18,663
1713
$393K ﹤0.01%
18,928
-12,783
1714
$393K ﹤0.01%
11,457
+2,804
1715
$392K ﹤0.01%
48,597
-660
1716
$392K ﹤0.01%
14,100
-8,900
1717
$391K ﹤0.01%
8,154
-1,331
1718
$391K ﹤0.01%
16,935
-6,123
1719
$390K ﹤0.01%
5,398
+1,936
1720
$387K ﹤0.01%
9,468
+1,788
1721
$386K ﹤0.01%
26,546
+9,044
1722
$385K ﹤0.01%
3,839
-326
1723
$384K ﹤0.01%
8,332
-7,811
1724
$382K ﹤0.01%
45,810
-1,364
1725
$380K ﹤0.01%
9,429
+1,367
67 68
69
70 71