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
2551
$533K ﹤0.01%
28,735
+500
2552
$532K ﹤0.01%
+6,903
2553
$532K ﹤0.01%
+14,884
2554
$530K ﹤0.01%
8,111
+1,288
2555
$530K ﹤0.01%
14,659
+5,463
2556
$530K ﹤0.01%
12,337
+2,605
2557
$529K ﹤0.01%
+9,970
2558
$529K ﹤0.01%
5,558
+250
2559
$527K ﹤0.01%
3,275
+295
2560
$526K ﹤0.01%
35,309
+1,377
2561
$524K ﹤0.01%
13,887
+1,363
2562
$524K ﹤0.01%
89,077
-53,278
2563
$524K ﹤0.01%
30,027
-3,725
2564
$523K ﹤0.01%
+10,212
2565
$521K ﹤0.01%
+4,904
2566
$520K ﹤0.01%
15,829
+1,723
2567
$519K ﹤0.01%
18,821
-891
2568
$518K ﹤0.01%
14,109
-1,226
2569
$517K ﹤0.01%
24,030
-1,178
2570
$517K ﹤0.01%
20,214
+4,120
2571
$517K ﹤0.01%
3,946
+375
2572
$516K ﹤0.01%
10,443
-2,427
2573
$515K ﹤0.01%
5,692
+207
2574
$515K ﹤0.01%
7,725
+354
2575
$515K ﹤0.01%
23,034
101 102
103
104 105