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
1876
$267K ﹤0.01%
6,898
+1
1877
$267K ﹤0.01%
+4,446
1878
$266K ﹤0.01%
24,400
1879
$266K ﹤0.01%
16,534
+4,546
1880
$264K ﹤0.01%
13,756
+4,151
1881
$264K ﹤0.01%
18,309
-3,072
1882
$264K ﹤0.01%
17,448
-16,754
1883
$263K ﹤0.01%
7,234
-2,154
1884
$263K ﹤0.01%
9,473
-17,670
1885
$263K ﹤0.01%
17,322
-2,678
1886
$263K ﹤0.01%
16,702
+4,399
1887
$262K ﹤0.01%
5,602
+1,197
1888
$261K ﹤0.01%
6,650
-1,000
1889
$261K ﹤0.01%
+2,708
1890
$261K ﹤0.01%
+17,670
1891
$260K ﹤0.01%
+53,853
1892
$260K ﹤0.01%
6,200
1893
$260K ﹤0.01%
42,226
-870
1894
$260K ﹤0.01%
5,148
+668
1895
$259K ﹤0.01%
+3,950
1896
$257K ﹤0.01%
12,850
+1,800
1897
$257K ﹤0.01%
26,340
-6,204
1898
$256K ﹤0.01%
9,193
-306
1899
$256K ﹤0.01%
+10,481
1900
$256K ﹤0.01%
63,273
+15,819
74 75
76
77 78