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
1851
$279K ﹤0.01%
7,782
-2,700
1852
$278K ﹤0.01%
7,256
-20,210
1853
$278K ﹤0.01%
32,247
+600
1854
$277K ﹤0.01%
26,720
-290
1855
$277K ﹤0.01%
+18,026
1856
$276K ﹤0.01%
10,000
1857
$275K ﹤0.01%
20,870
-5,925
1858
$273K ﹤0.01%
+8,108
1859
$271K ﹤0.01%
+16,194
1860
$271K ﹤0.01%
4,986
+53
1861
$271K ﹤0.01%
19,935
+5,365
1862
$271K ﹤0.01%
+9,410
1863
$271K ﹤0.01%
5,911
-275
1864
$270K ﹤0.01%
15,798
+2,582
1865
$269K ﹤0.01%
+5,696
1866
$269K ﹤0.01%
13,957
-2,151
1867
$269K ﹤0.01%
33,675
-33,678
1868
$269K ﹤0.01%
14,932
1869
$269K ﹤0.01%
13,566
1870
$269K ﹤0.01%
10,300
+800
1871
$269K ﹤0.01%
23,821
-15,357
1872
$269K ﹤0.01%
18,899
1873
$268K ﹤0.01%
14,481
-2,335
1874
$268K ﹤0.01%
32,868
+2,103
1875
$267K ﹤0.01%
5,810
-6,282
73 74
75
76 77