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
1826
$299K ﹤0.01%
10,146
+45
1827
$297K ﹤0.01%
10,452
-3,220
1828
$297K ﹤0.01%
12,565
+500
1829
$297K ﹤0.01%
11,755
1830
$296K ﹤0.01%
216
+67
1831
$295K ﹤0.01%
3,965
+1
1832
$294K ﹤0.01%
8,869
-40,483
1833
$293K ﹤0.01%
20,192
1834
$291K ﹤0.01%
5,898
-65,340
1835
$291K ﹤0.01%
+6,555
1836
$291K ﹤0.01%
10,583
-2,470
1837
$290K ﹤0.01%
16,920
+854
1838
$287K ﹤0.01%
14,936
+6,271
1839
$286K ﹤0.01%
1,910
-675
1840
$285K ﹤0.01%
21,840
-1,678
1841
$285K ﹤0.01%
5,639
+156
1842
$284K ﹤0.01%
12,276
+967
1843
$284K ﹤0.01%
7,652
-5,665
1844
$283K ﹤0.01%
+10,228
1845
$282K ﹤0.01%
4,225
-4,077
1846
$282K ﹤0.01%
7,735
-383
1847
$281K ﹤0.01%
3,518
-13,995
1848
$280K ﹤0.01%
4,369
-983
1849
$280K ﹤0.01%
35,255
+7,808
1850
$279K ﹤0.01%
18,071
+1,707
72 73
74
75 76