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
1751
$351K ﹤0.01%
12,766
-1,513
1752
$350K ﹤0.01%
21,012
+25
1753
$349K ﹤0.01%
4,116
-62
1754
$349K ﹤0.01%
15,905
-25,305
1755
$347K ﹤0.01%
+7,888
1756
$347K ﹤0.01%
35,584
+23,615
1757
$346K ﹤0.01%
16,864
+259
1758
$346K ﹤0.01%
42,600
-7,805
1759
$345K ﹤0.01%
8,871
-3,349
1760
$344K ﹤0.01%
13,377
-508
1761
$344K ﹤0.01%
25,155
-1,488
1762
$343K ﹤0.01%
17,522
-399
1763
$343K ﹤0.01%
112,771
+476
1764
$342K ﹤0.01%
51,863
+6,531
1765
$341K ﹤0.01%
11,723
-525
1766
$340K ﹤0.01%
10,560
+1,479
1767
$340K ﹤0.01%
9,063
-300
1768
$340K ﹤0.01%
23,540
-40,130
1769
$340K ﹤0.01%
16,596
+5,511
1770
$339K ﹤0.01%
25,680
+5,680
1771
$339K ﹤0.01%
10,506
-1,829
1772
$338K ﹤0.01%
13,584
+1,100
1773
$335K ﹤0.01%
9,546
-49,840
1774
$333K ﹤0.01%
6,899
-28
1775
$333K ﹤0.01%
40,914
+14,754
69 70
71
72 73