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
2701
$417K ﹤0.01%
6,214
+4
2702
$417K ﹤0.01%
20,023
+9,573
2703
$416K ﹤0.01%
+13,747
2704
$415K ﹤0.01%
39,040
-6,302
2705
$415K ﹤0.01%
105,419
-10,495
2706
$415K ﹤0.01%
30,897
+11,614
2707
$415K ﹤0.01%
104,110
-158,662
2708
$414K ﹤0.01%
13,017
+37
2709
$413K ﹤0.01%
15,831
-400
2710
$412K ﹤0.01%
18,546
-9,135
2711
$411K ﹤0.01%
26,709
+500
2712
$410K ﹤0.01%
18,755
-6
2713
$410K ﹤0.01%
47,115
-49,567
2714
$409K ﹤0.01%
+12,022
2715
$408K ﹤0.01%
+10,436
2716
$408K ﹤0.01%
25,735
+125
2717
$407K ﹤0.01%
23,705
+6,497
2718
$406K ﹤0.01%
7,569
-25
2719
$405K ﹤0.01%
34,924
-15,500
2720
$405K ﹤0.01%
7,681
2721
$404K ﹤0.01%
27,070
-11,600
2722
$403K ﹤0.01%
5,876
+2,094
2723
$399K ﹤0.01%
8,038
+1,273
2724
$399K ﹤0.01%
6,744
-293
2725
$399K ﹤0.01%
49,707
-344
107 108
109
110 111