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
$75.6B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,558
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$90.7M
3
+$58M
4
MSFT icon
Microsoft
MSFT
+$56.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$51.4M

Top Sells

1
+$236M
2
+$109M
3
+$76.5M
4
DLR icon
Digital Realty Trust
DLR
+$59.1M
5
MBB icon
iShares MBS ETF
MBB
+$46.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 11.33%
3 Financials 9.34%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.1M 0.08%
377,744
+13,753
227
$62.7M 0.08%
808,537
+27,569
228
$62.1M 0.08%
1,462,164
+44,336
229
$61.7M 0.08%
137
230
$61.2M 0.08%
1,459,271
+75,570
231
$61M 0.08%
374,595
+25,884
232
$60M 0.08%
802,079
+34,799
233
$58.6M 0.08%
577,414
-63,320
234
$58.2M 0.08%
1,095,095
-12,874
235
$57.1M 0.08%
425,292
-8,396
236
$56.5M 0.07%
538,232
+16,478
237
$56.2M 0.07%
1,607,150
+49,200
238
$56.1M 0.07%
1,288,012
+35,949
239
$55.4M 0.07%
597,648
+32,892
240
$55.2M 0.07%
941,836
-312,781
241
$54.7M 0.07%
761,020
+55,600
242
$53.5M 0.07%
903,131
-44,362
243
$53.3M 0.07%
179,084
+14,604
244
$53.3M 0.07%
727,888
-56,237
245
$52.6M 0.07%
620,553
-81,306
246
$52.3M 0.07%
229,624
-20,049
247
$51.8M 0.07%
445,106
+71,657
248
$51.7M 0.07%
171,929
-639
249
$51.1M 0.07%
1,212,134
+31,766
250
$50.8M 0.07%
442,053
+106,485
8 9
10
11 12