Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$502K ﹤0.01%
22,022
+146
1752
$502K ﹤0.01%
18,947
+387
1753
$501K ﹤0.01%
36,426
+6,278
1754
$496K ﹤0.01%
13,699
+320
1755
$495K ﹤0.01%
+13,297
1756
$494K ﹤0.01%
7,435
+384
1757
$494K ﹤0.01%
+18,410
1758
$493K ﹤0.01%
30,315
+3,348
1759
$493K ﹤0.01%
40,881
-371
1760
$492K ﹤0.01%
618
+223
1761
$492K ﹤0.01%
20,715
+3,780
1762
$491K ﹤0.01%
15,418
-714
1763
$491K ﹤0.01%
6,734
+158
1764
$490K ﹤0.01%
54,954
+5,958
1765
$489K ﹤0.01%
31,707
+10,343
1766
$488K ﹤0.01%
+33,789
1767
$487K ﹤0.01%
412
-42
1768
$487K ﹤0.01%
+3,384
1769
$486K ﹤0.01%
16,748
-857
1770
$486K ﹤0.01%
+10,576
1771
$482K ﹤0.01%
24,760
+7,906
1772
$481K ﹤0.01%
12,172
+2,100
1773
$481K ﹤0.01%
+20,618
1774
$481K ﹤0.01%
6,595
-2,524
1775
$480K ﹤0.01%
24,500
+76
69 70
71
72 73