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
1926
$241K ﹤0.01%
4,365
-212
1927
$240K ﹤0.01%
+10,993
1928
$239K ﹤0.01%
+40,583
1929
$238K ﹤0.01%
3,724
-2,406
1930
$238K ﹤0.01%
4,038
-2,657
1931
$237K ﹤0.01%
40,701
-587
1932
$237K ﹤0.01%
8,365
-8,854
1933
$237K ﹤0.01%
7,550
+703
1934
$237K ﹤0.01%
10,378
-21,793
1935
$236K ﹤0.01%
7,484
+1,372
1936
$235K ﹤0.01%
24,816
+2,288
1937
$235K ﹤0.01%
10,770
+150
1938
$235K ﹤0.01%
+2,982
1939
$234K ﹤0.01%
3,312
-1,672
1940
$234K ﹤0.01%
13,740
1941
$234K ﹤0.01%
6,217
+153
1942
$233K ﹤0.01%
+11,560
1943
$232K ﹤0.01%
12,690
-16,004
1944
$232K ﹤0.01%
+4,669
1945
$232K ﹤0.01%
25,451
+9,849
1946
$232K ﹤0.01%
+11,023
1947
$230K ﹤0.01%
5,749
-1,412
1948
$229K ﹤0.01%
13,579
-1,594
1949
$229K ﹤0.01%
12,567
-819
1950
$229K ﹤0.01%
2,269
-193
76 77
78
79 80