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
2051
$157K ﹤0.01%
+17,444
2052
$154K ﹤0.01%
19,085
2053
$153K ﹤0.01%
17,308
2054
$153K ﹤0.01%
+10,827
2055
$153K ﹤0.01%
13,485
2056
$152K ﹤0.01%
10,693
-1,206
2057
$152K ﹤0.01%
12,700
2058
$151K ﹤0.01%
10,417
2059
$149K ﹤0.01%
76,334
-15,742
2060
$146K ﹤0.01%
99,883
-1,986
2061
$146K ﹤0.01%
2,611
-180
2062
$142K ﹤0.01%
13,980
-9,740
2063
$142K ﹤0.01%
10,000
2064
$141K ﹤0.01%
+10,780
2065
$141K ﹤0.01%
+11,794
2066
$139K ﹤0.01%
26,700
+7,700
2067
$139K ﹤0.01%
17,890
-550
2068
$138K ﹤0.01%
+2,573
2069
$136K ﹤0.01%
3,527
+145
2070
$136K ﹤0.01%
617
-15
2071
$133K ﹤0.01%
+17,412
2072
$132K ﹤0.01%
11,971
2073
$132K ﹤0.01%
23,611
+1,280
2074
$132K ﹤0.01%
67,909
-27,793
2075
$127K ﹤0.01%
+21,400
81 82
83
84 85