Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$409K ﹤0.01%
+16,532
1877
$409K ﹤0.01%
+13,050
1878
$408K ﹤0.01%
6,677
+813
1879
$408K ﹤0.01%
16,575
-33
1880
$408K ﹤0.01%
5,118
-10,154
1881
$406K ﹤0.01%
29,896
+2,130
1882
$405K ﹤0.01%
45,929
+119
1883
$402K ﹤0.01%
10,382
+800
1884
$402K ﹤0.01%
25,422
+8,100
1885
$400K ﹤0.01%
9,926
+4,002
1886
$399K ﹤0.01%
5,736
+123
1887
$399K ﹤0.01%
4,469
+353
1888
$399K ﹤0.01%
9,669
-496
1889
$398K ﹤0.01%
21,512
-30,864
1890
$396K ﹤0.01%
6,910
+1,040
1891
$395K ﹤0.01%
+4,977
1892
$393K ﹤0.01%
+10,321
1893
$393K ﹤0.01%
25,041
-1,692
1894
$391K ﹤0.01%
35,924
+18,649
1895
$390K ﹤0.01%
88,090
-3,228
1896
$389K ﹤0.01%
+21,589
1897
$388K ﹤0.01%
22,865
-1,530
1898
$388K ﹤0.01%
14,908
+2,142
1899
$387K ﹤0.01%
+6,114
1900
$387K ﹤0.01%
13,796
+3,568
74 75
76
77 78