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
2101
$100K ﹤0.01%
60,000
-10,000
2102
$100K ﹤0.01%
905
-268
2103
$100K ﹤0.01%
10,170
-45,190
2104
$99K ﹤0.01%
+10,735
2105
$99K ﹤0.01%
450
+42
2106
$99K ﹤0.01%
1,143
-13
2107
$99K ﹤0.01%
+17,293
2108
$98K ﹤0.01%
+12,575
2109
$98K ﹤0.01%
727
+20
2110
$97K ﹤0.01%
21,065
+1,500
2111
$97K ﹤0.01%
10,208
-45,019
2112
$96K ﹤0.01%
32,715
-325
2113
$95K ﹤0.01%
12,891
+182
2114
$93K ﹤0.01%
94,488
-2,324
2115
$91K ﹤0.01%
13,500
+1,974
2116
$91K ﹤0.01%
27,200
-600
2117
$90K ﹤0.01%
42,220
+17,899
2118
$89K ﹤0.01%
+12,727
2119
$89K ﹤0.01%
4,396
+1,726
2120
$89K ﹤0.01%
6,412
-10
2121
$87K ﹤0.01%
+10,540
2122
$86K ﹤0.01%
26,330
+4,300
2123
$86K ﹤0.01%
15,292
-3,200
2124
$85K ﹤0.01%
+14,526
2125
$84K ﹤0.01%
12,066
+1,206
83 84
85
86 87