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
2001
$204K ﹤0.01%
39,109
-21,188
2002
$203K ﹤0.01%
14,095
+1,807
2003
$203K ﹤0.01%
9,276
-444
2004
$203K ﹤0.01%
+11,354
2005
$202K ﹤0.01%
7,755
-3,093
2006
$201K ﹤0.01%
8,700
-750
2007
$201K ﹤0.01%
+6,655
2008
$201K ﹤0.01%
+3,215
2009
$200K ﹤0.01%
18,944
+2,338
2010
$200K ﹤0.01%
+14,860
2011
$198K ﹤0.01%
+13,000
2012
$195K ﹤0.01%
+31,195
2013
$194K ﹤0.01%
18,502
-388
2014
$194K ﹤0.01%
+3,530
2015
$194K ﹤0.01%
12,224
-1,000
2016
$193K ﹤0.01%
+17,275
2017
$193K ﹤0.01%
77,250
-2,010
2018
$193K ﹤0.01%
12,617
-797
2019
$189K ﹤0.01%
19,107
+4,628
2020
$187K ﹤0.01%
16,180
2021
$186K ﹤0.01%
2,500
+80
2022
$185K ﹤0.01%
13,885
+363
2023
$182K ﹤0.01%
14,480
-990
2024
$179K ﹤0.01%
31,916
-9,809
2025
$179K ﹤0.01%
60,800
-58,030
79 80
81
82 83