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
2076
$278K ﹤0.01%
3,293
-1,707
2077
$278K ﹤0.01%
17,744
+74
2078
$277K ﹤0.01%
13,213
+1,080
2079
$275K ﹤0.01%
4,773
+327
2080
$275K ﹤0.01%
6,447
-451
2081
$275K ﹤0.01%
+43,846
2082
$274K ﹤0.01%
25,236
2083
$274K ﹤0.01%
14,456
-25
2084
$274K ﹤0.01%
15,446
-1,474
2085
$274K ﹤0.01%
+16,272
2086
$274K ﹤0.01%
+6,320
2087
$272K ﹤0.01%
17,950
-4,900
2088
$272K ﹤0.01%
34,918
-61,891
2089
$272K ﹤0.01%
14,154
+197
2090
$272K ﹤0.01%
+3,056
2091
$271K ﹤0.01%
25,890
+1,671
2092
$271K ﹤0.01%
+6,598
2093
$270K ﹤0.01%
30,486
-1,761
2094
$270K ﹤0.01%
146,765
+118,765
2095
$269K ﹤0.01%
6,200
2096
$269K ﹤0.01%
44,533
+3,950
2097
$269K ﹤0.01%
14,932
2098
$269K ﹤0.01%
5,376
-434
2099
$269K ﹤0.01%
+19,508
2100
$268K ﹤0.01%
45,380
-38,102
82 83
84
85 86