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
2426
$27K ﹤0.01%
25,601
+12,101
2427
$26K ﹤0.01%
+7,596
2428
– –
0
2429
$24K ﹤0.01%
561
+44
2430
$23K ﹤0.01%
2
2431
$22K ﹤0.01%
3,715
+895
2432
$21K ﹤0.01%
+927
2433
$18K ﹤0.01%
+1,066
2434
$18K ﹤0.01%
2
2435
$17K ﹤0.01%
+19,000
2436
$16K ﹤0.01%
+10,000
2437
$14K ﹤0.01%
1,134
2438
$14K ﹤0.01%
+35,000
2439
$14K ﹤0.01%
+3,010
2440
$7K ﹤0.01%
+10,000
2441
$6K ﹤0.01%
2,451
2442
$5K ﹤0.01%
42,180
-25,002
2443
$3K ﹤0.01%
31,250
+17,676
2444
$3K ﹤0.01%
59,496
+868
2445
$2K ﹤0.01%
10,490
-27,499
2446
$2K ﹤0.01%
95,832
-76,409
2447
– –
-39,525
2448
– –
-52,476
2449
– –
-29,498
2450
– –
-61,124
96 97
98
99 100