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
2751
$379K ﹤0.01%
9,801
+2,324
2752
$379K ﹤0.01%
8,323
-40
2753
$378K ﹤0.01%
6,087
-1,556
2754
$377K ﹤0.01%
6,291
-3,690
2755
$377K ﹤0.01%
36,709
+836
2756
$377K ﹤0.01%
1,413
2757
$376K ﹤0.01%
38,100
+22,100
2758
$376K ﹤0.01%
40,696
+1,500
2759
$376K ﹤0.01%
44,625
+12,825
2760
$375K ﹤0.01%
46,724
+11,304
2761
$375K ﹤0.01%
4,161
-196
2762
$374K ﹤0.01%
595
-21
2763
$374K ﹤0.01%
16,802
-1
2764
$373K ﹤0.01%
23,812
-7,795
2765
$373K ﹤0.01%
21,933
-7,045
2766
$373K ﹤0.01%
24,410
-8,700
2767
$373K ﹤0.01%
+25,067
2768
$373K ﹤0.01%
24,685
-1,000
2769
$372K ﹤0.01%
6,922
-730
2770
$372K ﹤0.01%
23,034
-2,279
2771
$372K ﹤0.01%
+27,440
2772
$372K ﹤0.01%
3,343
-10
2773
$371K ﹤0.01%
1,925
2774
$371K ﹤0.01%
14,834
-78,597
2775
$371K ﹤0.01%
11,200
109 110
111
112 113