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
2251
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-10,661
2252
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2253
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2254
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2255
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2256
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2257
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-184,531
2258
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2259
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-6,272
2260
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-8,250
2261
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-33,759
2262
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-26,752
2263
$0 ﹤0.01%
+12,000
2264
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-10,268
2265
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-563,497
2266
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2267
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-198,960
2268
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-5,942
2269
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-61,872
2270
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-797
2271
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-9,512
2272
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-23,964
2273
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-6,118
2274
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-5,316
2275
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-19,451
89 90
91
92 93