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
2126
$258K ﹤0.01%
10,620
-1,656
2127
$257K ﹤0.01%
+7,686
2128
$256K ﹤0.01%
10,933
+2,233
2129
$256K ﹤0.01%
+6,709
2130
$256K ﹤0.01%
34,743
+22,677
2131
$255K ﹤0.01%
18,573
+502
2132
$255K ﹤0.01%
10,486
-262
2133
$255K ﹤0.01%
+4,648
2134
$255K ﹤0.01%
4,800
-1,309
2135
$255K ﹤0.01%
+16,514
2136
$254K ﹤0.01%
6,037
-7,380
2137
$253K ﹤0.01%
32,650
2138
$253K ﹤0.01%
+16,163
2139
$252K ﹤0.01%
20,515
+7,015
2140
$251K ﹤0.01%
3,356
-28,408
2141
$251K ﹤0.01%
+8,038
2142
$251K ﹤0.01%
6,115
-3,968
2143
$250K ﹤0.01%
2,342
-1,420
2144
$250K ﹤0.01%
+13,048
2145
$250K ﹤0.01%
+3,988
2146
$250K ﹤0.01%
4,955
+451
2147
$249K ﹤0.01%
16,665
-4,205
2148
$249K ﹤0.01%
21,600
-2,800
2149
$249K ﹤0.01%
16,409
+5,582
2150
$248K ﹤0.01%
13,805
-2,389
84 85
86
87 88