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
176
$23.5M 0.13%
194,074
-259,695
177
$23.3M 0.12%
272,060
-35,094
178
$23.1M 0.12%
373,615
-3,293
179
$23M 0.12%
971,106
-37,455
180
$23M 0.12%
219,448
-4,396
181
$23M 0.12%
612,387
+20,128
182
$22.9M 0.12%
264,758
-1,441
183
$22.9M 0.12%
212,484
+10,200
184
$22.9M 0.12%
181,562
+14,296
185
$22.9M 0.12%
735,445
-181,500
186
$22.8M 0.12%
704,901
-54,231
187
$22.6M 0.12%
220,795
+4,983
188
$22.5M 0.12%
226,060
+23,813
189
$22.2M 0.12%
540,947
+101,624
190
$22.2M 0.12%
622,194
+271,370
191
$22.2M 0.12%
361,368
+7,472
192
$22M 0.12%
355,280
+13,026
193
$21.8M 0.12%
261,834
+23,880
194
$21.5M 0.11%
240,429
+19,949
195
$21.4M 0.11%
196,189
-34,378
196
$21.4M 0.11%
302,704
+5,633
197
$21.4M 0.11%
801,189
+197,945
198
$21.3M 0.11%
863,439
+114,617
199
$21.3M 0.11%
318,852
+22,734
200
$21.2M 0.11%
937,710
-87,404
6 7
8
9 10