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
1976
$214K ﹤0.01%
23,215
+8,007
1977
$214K ﹤0.01%
+6,947
1978
$213K ﹤0.01%
+4,909
1979
$213K ﹤0.01%
+1,200
1980
$213K ﹤0.01%
8,470
-360
1981
$213K ﹤0.01%
20,341
+4,046
1982
$212K ﹤0.01%
+8,236
1983
$212K ﹤0.01%
18,249
+1,172
1984
$211K ﹤0.01%
9,645
-246
1985
$210K ﹤0.01%
12,082
-11,266
1986
$210K ﹤0.01%
25,630
-780
1987
$209K ﹤0.01%
32,650
1988
$209K ﹤0.01%
6,881
-2,773
1989
$209K ﹤0.01%
4,734
-1,051
1990
$208K ﹤0.01%
+3,303
1991
$207K ﹤0.01%
+5,924
1992
$207K ﹤0.01%
+9,699
1993
$207K ﹤0.01%
4,973
-1,050
1994
$207K ﹤0.01%
27,305
+14,258
1995
$206K ﹤0.01%
7,326
+3
1996
$206K ﹤0.01%
3,414
-40,968
1997
$204K ﹤0.01%
3,740
-11,033
1998
$204K ﹤0.01%
7,238
-795
1999
$204K ﹤0.01%
+3,262
2000
$204K ﹤0.01%
4,470
-43,071
78 79
80
81 82