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
2451
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-12,220
2452
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2453
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-7,934
2454
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2455
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2456
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-20,551
2457
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-18,982
2458
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-15,400
2459
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-41,515
2460
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-76,901
2461
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-210,449
2462
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-12,226
2463
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-12,085
2464
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-44,790
2465
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2466
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-2,248
2467
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-28,911
2468
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-730
2469
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-42,664
2470
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-23,254
2471
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-26,976
2472
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-74,226
2473
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-47,938
2474
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-202,447
2475
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-10,596
96 97 98
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