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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
2326
– –
-12,847
2327
– –
-15,070
2328
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-80,451
2329
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-52,300
2330
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-7,942
2331
– –
-9,367
2332
– –
-2
2333
– –
-33,658
2334
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-53,057
2335
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-85,666
2336
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-11,866
2337
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-11,457
2338
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-19,386
2339
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-5,619
2340
– –
-10,440
2341
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-3,347
2342
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-1,214
2343
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-14,422
2344
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-19,220
2345
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-22,190
2346
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-10,043
2347
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-5,757
2348
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2349
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-42,449
2350
– –
-17,000
92 93
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95 96