Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
251
$50.5M 0.07%
1,069,285
+27,189
252
$50.2M 0.07%
1,808,260
-31,688
253
$49.6M 0.07%
745,725
+9,951
254
$49.3M 0.07%
185,179
+2,490
255
$49M 0.06%
368,652
-7,354
256
$48.8M 0.06%
976,770
+6,453
257
$48.6M 0.06%
363,093
+6,408
258
$48.5M 0.06%
720,391
-24,044
259
$48.5M 0.06%
962,612
+597,280
260
$48.4M 0.06%
373,595
-8,583
261
$47.8M 0.06%
1,209,423
+12,587
262
$47.6M 0.06%
450,319
-67,085
263
$47.4M 0.06%
793,119
+279,593
264
$47.4M 0.06%
434,364
-9,889
265
$47.2M 0.06%
123,404
+25,239
266
$46.7M 0.06%
170,804
+10,696
267
$46.6M 0.06%
501,836
+6,461
268
$46.4M 0.06%
205,210
-22,642
269
$46.3M 0.06%
206,876
+14,341
270
$46M 0.06%
501,720
-19,420
271
$45.9M 0.06%
527,332
+19,449
272
$45.6M 0.06%
586,959
-47,649
273
$45.6M 0.06%
397,297
+11,475
274
$45.4M 0.06%
353,506
+2,700
275
$45.4M 0.06%
800,988
+9,985
9 10
11
12 13