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
2401
$65K ﹤0.01%
1,670
-147
2402
$62K ﹤0.01%
11,528
2403
$62K ﹤0.01%
308
+5
2404
$62K ﹤0.01%
32,548
-167
2405
$59K ﹤0.01%
+10,695
2406
$58K ﹤0.01%
11,176
-1,549
2407
$58K ﹤0.01%
52,500
+20,000
2408
$56K ﹤0.01%
39,800
2409
$54K ﹤0.01%
+11,334
2410
$53K ﹤0.01%
+11,100
2411
$52K ﹤0.01%
798
-107
2412
$51K ﹤0.01%
11,830
-1,993
2413
$47K ﹤0.01%
3
2414
$46K ﹤0.01%
2,912
-1,453
2415
$44K ﹤0.01%
+91,749
2416
$41K ﹤0.01%
15,082
2417
$40K ﹤0.01%
10,000
2418
$40K ﹤0.01%
1,193
2419
$39K ﹤0.01%
3,522
-1,937
2420
$37K ﹤0.01%
+10,250
2421
$34K ﹤0.01%
16,600
+300
2422
$32K ﹤0.01%
+12,000
2423
– –
0
2424
$30K ﹤0.01%
8,750
2425
$28K ﹤0.01%
36
95 96
97
98 99