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
1726
$378K ﹤0.01%
5,000
-133
1727
$377K ﹤0.01%
6,817
+2,171
1728
$377K ﹤0.01%
4,064
+1,044
1729
$376K ﹤0.01%
5,143
+694
1730
$375K ﹤0.01%
38,084
+1,136
1731
$375K ﹤0.01%
5,345
-2,861
1732
$375K ﹤0.01%
17,007
+11,438
1733
$371K ﹤0.01%
27,766
-30,292
1734
$370K ﹤0.01%
10,083
-1,424
1735
$369K ﹤0.01%
26,967
+6,567
1736
$368K ﹤0.01%
5,435
-9,219
1737
$367K ﹤0.01%
19,579
-3,196
1738
$366K ﹤0.01%
9,582
-159,580
1739
$366K ﹤0.01%
3,005
+1,549
1740
$363K ﹤0.01%
+10,716
1741
$361K ﹤0.01%
12,020
+1,045
1742
$361K ﹤0.01%
3,892
-2,382
1743
$360K ﹤0.01%
22,378
-2,422
1744
$360K ﹤0.01%
30,198
1745
$359K ﹤0.01%
18,310
+630
1746
$358K ﹤0.01%
5,613
+277
1747
$356K ﹤0.01%
16,601
+118
1748
$353K ﹤0.01%
3,506
+329
1749
$352K ﹤0.01%
14,739
-1,863
1750
$351K ﹤0.01%
+6,085
68 69
70
71 72