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
1901
$254K ﹤0.01%
6,214
-15,856
1902
$254K ﹤0.01%
16,000
1903
$253K ﹤0.01%
15,572
+4,572
1904
$253K ﹤0.01%
11,109
-948
1905
$251K ﹤0.01%
56,570
-7,085
1906
$251K ﹤0.01%
8,481
-1,005
1907
$250K ﹤0.01%
+4,471
1908
$250K ﹤0.01%
+14,405
1909
$249K ﹤0.01%
21,871
-18,131
1910
$249K ﹤0.01%
12,290
-1,255
1911
$249K ﹤0.01%
16,349
-2,079
1912
$248K ﹤0.01%
19,046
-3,452
1913
$248K ﹤0.01%
+2,611
1914
$247K ﹤0.01%
15,634
+2,700
1915
$247K ﹤0.01%
8,007
-8,560
1916
$247K ﹤0.01%
10,748
-1,692
1917
$245K ﹤0.01%
6,937
-2,649
1918
$245K ﹤0.01%
8,349
-1,908
1919
$245K ﹤0.01%
17,500
+1,300
1920
$245K ﹤0.01%
+12,133
1921
$243K ﹤0.01%
18,200
-5,100
1922
$242K ﹤0.01%
24,219
+2,712
1923
$242K ﹤0.01%
12,121
+687
1924
$242K ﹤0.01%
7,144
1925
$241K ﹤0.01%
+3,214
75 76
77
78 79