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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
$18.8B
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,530
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$42.3M
3
+$41.8M
4
DIS icon
Walt Disney
DIS
+$40.7M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$35M

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 11.89%
3 Financials 10.41%
4 Industrials 9.47%
5 Consumer Staples 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-77,666
2202
– –
-22,282
2203
– –
-6,869
2204
– –
-10,339
2205
– –
-9,350
2206
– –
-14,063
2207
– –
-22,922
2208
– –
-2,563
2209
– –
-90,563
2210
– –
-11,471
2211
– –
-30,383
2212
– –
-2,675
2213
– –
-12,210
2214
– –
-78,133
2215
– –
-25,636
2216
– –
-36,634
2217
– –
-10,402
2218
– –
-9
2219
– –
-228,820
2220
– –
-68,944
2221
– –
-9,303
2222
– –
-94,031
2223
– –
-16,523
2224
– –
-6,425
2225
– –
-16,617
87 88
89
90 91