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
1976
$342K ﹤0.01%
13,133
+1,504
1977
$341K ﹤0.01%
+22,570
1978
$340K ﹤0.01%
8,790
+389
1979
$339K ﹤0.01%
10,593
+33
1980
$339K ﹤0.01%
12,200
1981
$339K ﹤0.01%
10,011
+228
1982
$339K ﹤0.01%
+15,960
1983
$339K ﹤0.01%
24,572
-583
1984
$339K ﹤0.01%
11,076
+570
1985
$338K ﹤0.01%
20,070
+4,498
1986
$338K ﹤0.01%
27,289
-8,140
1987
$335K ﹤0.01%
20,152
+4,518
1988
$333K ﹤0.01%
13,471
-4,684
1989
$333K ﹤0.01%
8,137
-6,077
1990
$333K ﹤0.01%
2,785
+516
1991
$332K ﹤0.01%
5,438
+4
1992
$330K ﹤0.01%
11,255
+937
1993
$329K ﹤0.01%
400
+12
1994
$328K ﹤0.01%
19,296
+4,200
1995
$328K ﹤0.01%
37,060
-1,024
1996
$328K ﹤0.01%
39,552
-1,362
1997
$328K ﹤0.01%
14,194
+2,840
1998
$328K ﹤0.01%
16,159
+6,514
1999
$327K ﹤0.01%
+15,355
2000
$326K ﹤0.01%
48,405
-192
78 79
80
81 82