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
1951
$229K ﹤0.01%
15,096
1952
$228K ﹤0.01%
+12,140
1953
$228K ﹤0.01%
16,728
+1,286
1954
$228K ﹤0.01%
10,318
1955
$227K ﹤0.01%
+8,423
1956
$227K ﹤0.01%
4,504
+54
1957
$226K ﹤0.01%
17,465
-4,995
1958
$223K ﹤0.01%
4,240
-1,244
1959
$222K ﹤0.01%
25,303
+272
1960
$221K ﹤0.01%
4,472
-6,951
1961
$221K ﹤0.01%
+7,607
1962
$221K ﹤0.01%
+6,186
1963
$221K ﹤0.01%
4,531
-20,952
1964
$219K ﹤0.01%
+4,103
1965
$219K ﹤0.01%
5,148
+2
1966
$219K ﹤0.01%
18,110
+1,378
1967
$218K ﹤0.01%
12,508
-1,854
1968
$217K ﹤0.01%
20,848
-3,320
1969
$217K ﹤0.01%
15,669
-487
1970
$217K ﹤0.01%
7,341
-9,000
1971
$217K ﹤0.01%
+4,993
1972
$216K ﹤0.01%
9,996
-1,347
1973
$215K ﹤0.01%
+8,538
1974
$215K ﹤0.01%
+28,563
1975
$215K ﹤0.01%
51,074
-83,108
77 78
79
80 81