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
2076
$126K ﹤0.01%
6,313
-330
2077
$125K ﹤0.01%
10,275
-1,975
2078
$123K ﹤0.01%
13,050
2079
$123K ﹤0.01%
19,000
2080
$122K ﹤0.01%
16,073
-2,371
2081
$122K ﹤0.01%
11,313
-934
2082
$121K ﹤0.01%
19,611
+8,200
2083
$120K ﹤0.01%
12,424
-17,685
2084
$119K ﹤0.01%
20,371
-10,762
2085
$119K ﹤0.01%
3,213
+406
2086
$118K ﹤0.01%
+7,819
2087
$118K ﹤0.01%
25,300
2088
$115K ﹤0.01%
20,292
-750
2089
$112K ﹤0.01%
+11,825
2090
$112K ﹤0.01%
12,313
-5,627
2091
$112K ﹤0.01%
1,080
2092
$112K ﹤0.01%
11,391
-409
2093
$111K ﹤0.01%
+10,240
2094
$111K ﹤0.01%
49,089
+2,000
2095
$110K ﹤0.01%
+15,474
2096
$108K ﹤0.01%
12,371
2097
$107K ﹤0.01%
16,571
-425
2098
$107K ﹤0.01%
28,090
-2,411
2099
$106K ﹤0.01%
13,961
2100
$104K ﹤0.01%
+11,849
82 83
84
85 86