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
2651
$448K ﹤0.01%
19,480
2652
$447K ﹤0.01%
12,207
+6,350
2653
$447K ﹤0.01%
9,097
-65
2654
$446K ﹤0.01%
32,272
2655
$446K ﹤0.01%
60,000
2656
$446K ﹤0.01%
2,640
+76
2657
$445K ﹤0.01%
13,719
+682
2658
$444K ﹤0.01%
6,830
-49
2659
$444K ﹤0.01%
5,740
+419
2660
$444K ﹤0.01%
9,286
+3,138
2661
$443K ﹤0.01%
8,190
+959
2662
$443K ﹤0.01%
13,630
-485
2663
$443K ﹤0.01%
35,232
-91,210
2664
$443K ﹤0.01%
16,979
+1,360
2665
$442K ﹤0.01%
+9,302
2666
$442K ﹤0.01%
28,667
+7,147
2667
$441K ﹤0.01%
28,759
+453
2668
$439K ﹤0.01%
15,849
-8,591
2669
$439K ﹤0.01%
26,205
2670
$439K ﹤0.01%
+5,484
2671
$439K ﹤0.01%
+13,500
2672
$437K ﹤0.01%
31,233
-3,601
2673
$436K ﹤0.01%
11,434
+3,241
2674
$434K ﹤0.01%
15,052
+4,894
2675
$431K ﹤0.01%
9,828
-1,234
105 106
107
108 109