We are live on ! Find out more
Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,380
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$21.8M
3
+$17.9M
4
UL icon
Unilever
UL
+$17.4M
5
DE icon
Deere & Co
DE
+$16.9M

Top Sells

1
+$29.9M
2
+$26.8M
3
+$26.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.7M
5
SIX
Six Flags Entertainment Corp.
SIX
+$13M

Sector Composition

1 Technology 12.93%
2 Healthcare 11.12%
3 Financials 9.31%
4 Industrials 9.28%
5 Energy 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-2,956
2202
– –
-7,447
2203
– –
-9,408
2204
– –
-14,224
2205
– –
-11,850
2206
– –
-10,075
2207
– –
-8,200
2208
– –
-72,735
2209
– –
-20,000
2210
– –
-13,987
2211
– –
-23,087
2212
– –
-15,540
2213
– –
-5,941
2214
– –
-24,317
2215
– –
-59,668
2216
– –
-7,131
2217
– –
-37,336
2218
– –
-16,218
2219
– –
-8,224
2220
– –
-40,900
2221
– –
-10,000
2222
– –
-2,035
2223
– –
-15,352
2224
– –
-39,368
2225
– –
-375,240
87 88
89
90 91