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
1926
$370K ﹤0.01%
35,751
+167
1927
$369K ﹤0.01%
9,514
-975
1928
$368K ﹤0.01%
11,755
1929
$367K ﹤0.01%
21,638
-740
1930
$367K ﹤0.01%
679,766
+9,601
1931
$365K ﹤0.01%
8,153
+474
1932
$365K ﹤0.01%
5,293
+135
1933
$365K ﹤0.01%
11,242
+1,096
1934
$365K ﹤0.01%
+14,910
1935
$365K ﹤0.01%
7,642
+1,428
1936
$365K ﹤0.01%
33,513
+645
1937
$365K ﹤0.01%
8,449
-980
1938
$363K ﹤0.01%
11,706
-116,571
1939
$363K ﹤0.01%
38,690
-153,690
1940
$363K ﹤0.01%
13,422
+3,044
1941
$362K ﹤0.01%
+24,557
1942
$361K ﹤0.01%
27,743
+4,130
1943
$360K ﹤0.01%
+6,899
1944
$359K ﹤0.01%
+11,066
1945
$359K ﹤0.01%
18,608
+1,086
1946
$359K ﹤0.01%
21,661
-8,740
1947
$359K ﹤0.01%
3,526
+20
1948
$358K ﹤0.01%
+3,875
1949
$358K ﹤0.01%
8,036
-10,912
1950
$357K ﹤0.01%
4,677
+339
76 77
78
79 80