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
1776
$330K ﹤0.01%
5,864
+714
1777
$329K ﹤0.01%
39,525
+1,924
1778
$328K ﹤0.01%
5,961
-3,276
1779
$327K ﹤0.01%
+25,557
1780
$327K ﹤0.01%
23,613
-905
1781
$326K ﹤0.01%
18,190
-321
1782
$326K ﹤0.01%
16,854
-7,992
1783
$325K ﹤0.01%
26,244
-19,008
1784
$325K ﹤0.01%
17,871
+5,046
1785
$325K ﹤0.01%
12,200
-1,000
1786
$325K ﹤0.01%
5,870
+1,676
1787
$324K ﹤0.01%
+4,711
1788
$324K ﹤0.01%
5,434
1789
$323K ﹤0.01%
+20,000
1790
$322K ﹤0.01%
17,279
-216
1791
$320K ﹤0.01%
+8,812
1792
$320K ﹤0.01%
1,100
-21,731
1793
$319K ﹤0.01%
4,338
-3,350
1794
$319K ﹤0.01%
+17,923
1795
$318K ﹤0.01%
+11,629
1796
$318K ﹤0.01%
14,515
-5,511
1797
$316K ﹤0.01%
+6,109
1798
$315K ﹤0.01%
395
+6
1799
$315K ﹤0.01%
10,318
-7,416
1800
$314K ﹤0.01%
6,049
-7,211
70 71
72
73 74