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
1801
$313K ﹤0.01%
7,679
+3
1802
$312K ﹤0.01%
+16,453
1803
$311K ﹤0.01%
+5,158
1804
$309K ﹤0.01%
24,920
+3,850
1805
$309K ﹤0.01%
11,175
+2,248
1806
$308K ﹤0.01%
+9,529
1807
$308K ﹤0.01%
3,314
+911
1808
$307K ﹤0.01%
8,823
-21,298
1809
$307K ﹤0.01%
25,441
+11,405
1810
$306K ﹤0.01%
8,401
-95
1811
$306K ﹤0.01%
1,867
+268
1812
$306K ﹤0.01%
14,485
-749
1813
$305K ﹤0.01%
16,317
+52
1814
$305K ﹤0.01%
60,211
-7,008
1815
$304K ﹤0.01%
23,074
+9,566
1816
$303K ﹤0.01%
8,287
-5,343
1817
$302K ﹤0.01%
+14,635
1818
$302K ﹤0.01%
+22,700
1819
$302K ﹤0.01%
5,967
-450
1820
$301K ﹤0.01%
31,368
+9,942
1821
$300K ﹤0.01%
25,236
1822
$300K ﹤0.01%
9,932
-25,054
1823
$300K ﹤0.01%
+4,715
1824
$300K ﹤0.01%
+24,222
1825
$300K ﹤0.01%
2,854
-95
71 72
73
74 75