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
$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
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2227
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2228
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2229
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2230
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2232
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-47,938
2233
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-202,447
2234
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-10,596
2235
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-142,906
2236
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-156,106
2237
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-57,076
2238
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-7,278
2239
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-10,402
2240
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-9
2241
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-228,820
2242
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-68,944
2243
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2244
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2245
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-7,750
2246
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-2,373
2247
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-30,695
2248
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2249
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-74,498
2250
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-50,910
88 89
90
91 92