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
2476
$612K ﹤0.01%
44,925
+16,785
2477
$611K ﹤0.01%
+17,179
2478
$611K ﹤0.01%
8,883
+668
2479
$611K ﹤0.01%
6,890
+3,771
2480
$610K ﹤0.01%
3,541
-39
2481
$609K ﹤0.01%
13,655
-1,012
2482
$609K ﹤0.01%
24,992
-735
2483
$608K ﹤0.01%
8,095
-1,984
2484
$607K ﹤0.01%
+21,763
2485
$607K ﹤0.01%
260,696
-99,393
2486
$603K ﹤0.01%
20,035
+442
2487
$603K ﹤0.01%
83,812
+14,751
2488
$602K ﹤0.01%
29,850
+3,320
2489
$602K ﹤0.01%
+34,808
2490
$602K ﹤0.01%
10,517
+603
2491
$601K ﹤0.01%
+31,870
2492
$601K ﹤0.01%
83,012
-31,819
2493
$600K ﹤0.01%
694
-590
2494
$599K ﹤0.01%
+22,610
2495
$596K ﹤0.01%
22,315
+1,425
2496
$594K ﹤0.01%
25,025
+1,441
2497
$593K ﹤0.01%
30,820
+80
2498
$591K ﹤0.01%
9,912
+101
2499
$591K ﹤0.01%
22,998
+3,639
2500
$591K ﹤0.01%
6,240
-24,505
98 99
100
101 102