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
151
$28.6M 0.15%
414,225
+130,143
152
$28.1M 0.15%
451,724
-3,854
153
$28M 0.15%
489,113
+124,071
154
$27.8M 0.15%
965,375
-21,095
155
$27.7M 0.15%
1,160,618
-92,534
156
$27.7M 0.15%
361,475
-440,818
157
$27.5M 0.15%
80,870
+1,242
158
$27.1M 0.14%
302,632
-8,006
159
$27.1M 0.14%
104,137
-47,529
160
$27.1M 0.14%
674,390
-74,018
161
$26.7M 0.14%
655,788
+21,340
162
$26.6M 0.14%
504,841
+113,431
163
$26.4M 0.14%
785,115
-88,656
164
$26.4M 0.14%
203,088
-24,490
165
$26M 0.14%
556,527
+33,151
166
$25.8M 0.14%
194,338
-63,927
167
$25.6M 0.14%
231,528
-149,048
168
$25.2M 0.13%
574,451
+319,005
169
$25.2M 0.13%
1,382,010
+1,251,615
170
$25.1M 0.13%
657,080
+99,132
171
$24.6M 0.13%
614,702
-126,599
172
$24.6M 0.13%
528,040
-64,439
173
$24.5M 0.13%
725,754
+19,502
174
$24.1M 0.13%
216,021
-46,411
175
$23.6M 0.13%
469,158
+32,143
5 6
7
8 9