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
2151
$58K ﹤0.01%
+13,115
2152
$56K ﹤0.01%
14,000
-500
2153
$56K ﹤0.01%
+11,528
2154
$56K ﹤0.01%
19,215
+75
2155
$53K ﹤0.01%
50,153
+3,787
2156
$49K ﹤0.01%
16,172
+802
2157
$43K ﹤0.01%
11,754
-2,775
2158
$38K ﹤0.01%
67,182
-1,513
2159
$37K ﹤0.01%
28,000
-600
2160
$36K ﹤0.01%
+32,500
2161
$33K ﹤0.01%
15,082
+5,240
2162
$32K ﹤0.01%
16,300
+3,900
2163
$31K ﹤0.01%
10,000
2164
$31K ﹤0.01%
2
-3
2165
– –
0
2166
$29K ﹤0.01%
1,193
-54
2167
$26K ﹤0.01%
2
2168
$25K ﹤0.01%
36
2169
$25K ﹤0.01%
11,260
-11,563
2170
$23K ﹤0.01%
2,820
-697
2171
$22K ﹤0.01%
10,800
2172
$21K ﹤0.01%
8,750
2173
$21K ﹤0.01%
211,780
-9,900
2174
$20K ﹤0.01%
517
+40
2175
$19K ﹤0.01%
5,103
-150
85 86
87
88 89