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
2226
– –
-36,634
2227
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-85,666
2228
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-11,866
2229
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-9,987
2230
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2231
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-86,664
2232
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-13,875
2233
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-11,457
2234
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-19,386
2235
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-5,619
2236
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-10,440
2237
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-3,347
2238
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-1,214
2239
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-14,422
2240
– –
-19,220
2241
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-22,190
2242
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-10,043
2243
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2244
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-5,757
2245
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-12,488
2246
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-81,629
2247
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-23,895
2248
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-12,945
2249
– –
-19,633
2250
– –
-13,742
88 89
90
91 92