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
2676
$431K ﹤0.01%
2,709
+1,839
2677
$429K ﹤0.01%
1,750
-75
2678
$429K ﹤0.01%
+8,189
2679
$428K ﹤0.01%
15,560
-44
2680
$428K ﹤0.01%
8,226
+54
2681
$428K ﹤0.01%
129,901
-50,735
2682
$427K ﹤0.01%
20,675
-5
2683
$427K ﹤0.01%
15,787
+3,545
2684
$426K ﹤0.01%
11,532
+2,418
2685
$426K ﹤0.01%
6,425
-7,340
2686
$426K ﹤0.01%
3,564
+200
2687
$426K ﹤0.01%
15,664
+2,575
2688
$425K ﹤0.01%
36,230
+686
2689
$425K ﹤0.01%
16,730
-527
2690
$424K ﹤0.01%
+7,781
2691
$423K ﹤0.01%
11,732
+2,581
2692
$423K ﹤0.01%
9,876
-1,079
2693
$421K ﹤0.01%
10,631
+2,933
2694
$421K ﹤0.01%
21,547
+6,500
2695
$420K ﹤0.01%
87,780
+67,917
2696
$420K ﹤0.01%
7,932
+41
2697
$419K ﹤0.01%
21,156
+5,810
2698
$419K ﹤0.01%
7,703
+278
2699
$418K ﹤0.01%
14,889
-1,901
2700
$418K ﹤0.01%
3,226
-483
106 107
108
109 110