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
2501
$591K ﹤0.01%
+7,029
2502
$589K ﹤0.01%
86,041
+2,168
2503
$589K ﹤0.01%
4,689
+690
2504
$588K ﹤0.01%
8,395
+24
2505
$587K ﹤0.01%
75,135
+2,127
2506
$587K ﹤0.01%
7,623
2507
$586K ﹤0.01%
25,931
+15,850
2508
$586K ﹤0.01%
4,870
2509
$586K ﹤0.01%
4,270
+682
2510
$583K ﹤0.01%
+36,000
2511
$580K ﹤0.01%
22,296
-82
2512
$579K ﹤0.01%
46,113
-11,524
2513
$576K ﹤0.01%
24,558
+4,208
2514
$575K ﹤0.01%
40,148
-1,305
2515
$574K ﹤0.01%
5,808
-105
2516
$573K ﹤0.01%
1,979
+30
2517
$573K ﹤0.01%
13,440
-6,269
2518
$571K ﹤0.01%
46,888
-14,520
2519
$570K ﹤0.01%
2,094
-2,655
2520
$570K ﹤0.01%
52,413
+16,208
2521
$570K ﹤0.01%
27,376
-892
2522
$566K ﹤0.01%
+4,720
2523
$566K ﹤0.01%
20,405
+352
2524
$565K ﹤0.01%
13,592
+459
2525
$565K ﹤0.01%
6,887
+1,728
99 100
101
102 103