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
2601
$487K ﹤0.01%
14,883
+3,975
2602
$485K ﹤0.01%
+18,276
2603
$485K ﹤0.01%
14,136
-2,632
2604
$484K ﹤0.01%
13,665
+475
2605
$482K ﹤0.01%
14,290
+5
2606
$481K ﹤0.01%
9,723
2607
$481K ﹤0.01%
+27,977
2608
$480K ﹤0.01%
12,041
+6,495
2609
$479K ﹤0.01%
8,262
-7,198
2610
$479K ﹤0.01%
8,481
+154
2611
$479K ﹤0.01%
29,886
-17,430
2612
$478K ﹤0.01%
5,627
+656
2613
$478K ﹤0.01%
10,994
+41
2614
$477K ﹤0.01%
8,995
-3,815
2615
$475K ﹤0.01%
52,038
-11,822
2616
$474K ﹤0.01%
21,536
+956
2617
$474K ﹤0.01%
108,372
+15,615
2618
$474K ﹤0.01%
15,294
+42
2619
$474K ﹤0.01%
6,125
+178
2620
$473K ﹤0.01%
14,616
+3,258
2621
$473K ﹤0.01%
11,171
-2,429
2622
$472K ﹤0.01%
15,102
-2,322
2623
$472K ﹤0.01%
18,447
+3,317
2624
$471K ﹤0.01%
61,002
-2,806
2625
$470K ﹤0.01%
29,467
-1,055
103 104
105
106 107