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 11.89%
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
2426
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-8,431
2427
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-7,912
2428
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-15,951
2429
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-31,386
2430
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2431
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2432
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-12,186
2433
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-66,971
2434
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-614,586
2435
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-26,689
2436
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-296,634
2437
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-53,247
2438
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-10,718
2439
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-4,104
2440
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-292
2441
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-16,930
2442
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-25,091
2443
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2444
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-14,535
2445
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-24,064
2446
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-29,743
2447
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-36,707
2448
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-8,952
2449
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-24,311
2450
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-21,650
96 97
98
99 100