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
1951
$356K ﹤0.01%
+28,352
1952
$355K ﹤0.01%
19,253
-39,083
1953
$355K ﹤0.01%
+7,677
1954
$354K ﹤0.01%
+12,918
1955
$354K ﹤0.01%
+9,525
1956
$354K ﹤0.01%
14,739
1957
$354K ﹤0.01%
9,476
+664
1958
$353K ﹤0.01%
+5,626
1959
$353K ﹤0.01%
+5,200
1960
$353K ﹤0.01%
+2,606
1961
$352K ﹤0.01%
29,949
-4,626
1962
$352K ﹤0.01%
15,578
-4,200
1963
$350K ﹤0.01%
+11,494
1964
$350K ﹤0.01%
+23,953
1965
$350K ﹤0.01%
+3,636
1966
$348K ﹤0.01%
14,367
-9,568
1967
$347K ﹤0.01%
+11,709
1968
$347K ﹤0.01%
+20,190
1969
$346K ﹤0.01%
+30,649
1970
$345K ﹤0.01%
9,860
+2,913
1971
$344K ﹤0.01%
17,708
+429
1972
$344K ﹤0.01%
28,219
+1,140
1973
$343K ﹤0.01%
6,050
+1
1974
$343K ﹤0.01%
5,715
-1,280
1975
$342K ﹤0.01%
+5,224
77 78
79
80 81