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
$21.6B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$166M
3
+$118M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$92.4M
5
PYPL icon
PayPal
PYPL
+$82.6M

Top Sells

1
+$115M
2
+$40.8M
3
+$33.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33M
5
KMB icon
Kimberly-Clark
KMB
+$30.1M

Sector Composition

1 Healthcare 12.98%
2 Technology 10.37%
3 Financials 9.84%
4 Consumer Staples 8.91%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$212K ﹤0.01%
15,352
-3,694
2227
$212K ﹤0.01%
7,330
+675
2228
$211K ﹤0.01%
+15,313
2229
$211K ﹤0.01%
1,765
+45
2230
$211K ﹤0.01%
28,380
-2,815
2231
$210K ﹤0.01%
14,604
+509
2232
$210K ﹤0.01%
+1,600
2233
$210K ﹤0.01%
3,885
+582
2234
$210K ﹤0.01%
12,805
-69,753
2235
$209K ﹤0.01%
17,250
+1,070
2236
$209K ﹤0.01%
+5,415
2237
$209K ﹤0.01%
6,160
-1,324
2238
$208K ﹤0.01%
+22,950
2239
$208K ﹤0.01%
26,841
+1,400
2240
$207K ﹤0.01%
15,760
+1,723
2241
$206K ﹤0.01%
+13,234
2242
$206K ﹤0.01%
+2,300
2243
$206K ﹤0.01%
1,478
-432
2244
$205K ﹤0.01%
+6,262
2245
$205K ﹤0.01%
15,800
-2,400
2246
$204K ﹤0.01%
15,474
-599
2247
$202K ﹤0.01%
28,740
+16,013
2248
$201K ﹤0.01%
29,725
-2,191
2249
$201K ﹤0.01%
2,540
+40
2250
$201K ﹤0.01%
+1,963
88 89
90
91 92