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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
2226
– –
-184,531
2227
– –
-328,059
2228
– –
-266,723
2229
– –
-6,070
2230
– –
-2,164
2231
– –
-56,458
2232
– –
-15,070
2233
– –
-18,680
2234
– –
-6,384
2235
– –
-10,764
2236
– –
-43,813
2237
– –
-11,592
2238
– –
-8,834
2239
– –
-43,161
2240
– –
-89,556
2241
– –
-9,730
2242
– –
-16,259
2243
– –
-12,027
2244
– –
-480,053
2245
– –
-15,005
2246
– –
-74,702
2247
– –
-61,872
2248
– –
-764,059
2249
– –
-891
2250
– –
-32,198
88 89
90
91 92