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
2351
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2352
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2353
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2354
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2355
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2356
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-11,497
2357
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-685,330
2358
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-6,498
2359
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-10,764
2360
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-43,813
2361
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-11,592
2362
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-8,834
2363
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-43,161
2364
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-89,556
2365
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-9,730
2366
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-16,259
2367
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-12,027
2368
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-480,053
2369
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-15,005
2370
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-74,702
2371
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-764,059
2372
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-78,152
2373
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-11,312
2374
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-136,758
2375
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-324,607
93 94
95
96 97