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
2126
$83K ﹤0.01%
7,967
-297
2127
$82K ﹤0.01%
45,791
+5,550
2128
$82K ﹤0.01%
12,300
-16,514
2129
$82K ﹤0.01%
92
-38
2130
$80K ﹤0.01%
16,892
-6
2131
$79K ﹤0.01%
+13,193
2132
$77K ﹤0.01%
19,575
-20,550
2133
$75K ﹤0.01%
1,327
-267
2134
$74K ﹤0.01%
+13,800
2135
$72K ﹤0.01%
39,800
+10,200
2136
$71K ﹤0.01%
2,988
-2,749
2137
$71K ﹤0.01%
+13,029
2138
$69K ﹤0.01%
23,248
-336
2139
$66K ﹤0.01%
+1,323
2140
$65K ﹤0.01%
1,817
+144
2141
$64K ﹤0.01%
3,141
+148
2142
$62K ﹤0.01%
+2,798
2143
$62K ﹤0.01%
11,545
-381
2144
$61K ﹤0.01%
5,459
-619
2145
$61K ﹤0.01%
13,823
+880
2146
$61K ﹤0.01%
10,000
-18,056
2147
$61K ﹤0.01%
3
2148
$61K ﹤0.01%
12,725
-2,575
2149
$60K ﹤0.01%
11,995
+279
2150
$59K ﹤0.01%
+303
84 85
86
87 88