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
2776
$371K ﹤0.01%
5,846
+237
2777
$370K ﹤0.01%
15,849
+2,405
2778
$370K ﹤0.01%
1,127
+36
2779
$370K ﹤0.01%
20,523
+825
2780
$369K ﹤0.01%
8,269
-185
2781
$369K ﹤0.01%
21,761
2782
$368K ﹤0.01%
+7,319
2783
$367K ﹤0.01%
16,093
+3,005
2784
$367K ﹤0.01%
30,681
+12,035
2785
$367K ﹤0.01%
2,566
-1,309
2786
$367K ﹤0.01%
4,619
2787
$367K ﹤0.01%
13,648
2788
$366K ﹤0.01%
8,478
+604
2789
$365K ﹤0.01%
25,817
-11,783
2790
$364K ﹤0.01%
15,127
-8
2791
$364K ﹤0.01%
8,211
+1,000
2792
$364K ﹤0.01%
3,104
-5,310
2793
$363K ﹤0.01%
19,118
+1
2794
$362K ﹤0.01%
31,907
+839
2795
$362K ﹤0.01%
6,202
-9,899
2796
$361K ﹤0.01%
11,365
-11,700
2797
$361K ﹤0.01%
10,360
-1,127
2798
$361K ﹤0.01%
7,193
+36
2799
$359K ﹤0.01%
+3,025
2800
$359K ﹤0.01%
12,868
+289
110 111
112
113 114