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
2726
$399K ﹤0.01%
16,515
+1,303
2727
$399K ﹤0.01%
7,933
+730
2728
$397K ﹤0.01%
+9,041
2729
$397K ﹤0.01%
11,222
-9,388
2730
$397K ﹤0.01%
6,727
-7,097
2731
$397K ﹤0.01%
10,142
-243
2732
$395K ﹤0.01%
26,038
-659
2733
$394K ﹤0.01%
18,740
+3,789
2734
$391K ﹤0.01%
8,551
+225
2735
$389K ﹤0.01%
4,318
+361
2736
$388K ﹤0.01%
9,508
-7,442
2737
$387K ﹤0.01%
16,963
-614
2738
$387K ﹤0.01%
21,817
+11,597
2739
$387K ﹤0.01%
7,798
-1,082
2740
$387K ﹤0.01%
29,560
+7,781
2741
$386K ﹤0.01%
+16,778
2742
$386K ﹤0.01%
24,300
-1,500
2743
$386K ﹤0.01%
7,550
-5,807
2744
$386K ﹤0.01%
+6,200
2745
$386K ﹤0.01%
101,642
-237,016
2746
$383K ﹤0.01%
6,465
-268
2747
$383K ﹤0.01%
1,616
+66
2748
$382K ﹤0.01%
8,079
+151
2749
$382K ﹤0.01%
34,796
+295
2750
$381K ﹤0.01%
25,192
+6,876
108 109
110
111 112