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
2851
$332K ﹤0.01%
11,900
-400
2852
$332K ﹤0.01%
25,340
-560
2853
$332K ﹤0.01%
11,363
+432
2854
$332K ﹤0.01%
24,553
+1,140
2855
$331K ﹤0.01%
20,086
+572
2856
$331K ﹤0.01%
9,473
+1,037
2857
$328K ﹤0.01%
13,203
+761
2858
$327K ﹤0.01%
20,280
-2,000
2859
$326K ﹤0.01%
52,538
+7,221
2860
$326K ﹤0.01%
11,778
-423
2861
$325K ﹤0.01%
6,471
+191
2862
$325K ﹤0.01%
12,318
2863
$325K ﹤0.01%
13,228
+593
2864
$324K ﹤0.01%
18,884
+1,371
2865
$324K ﹤0.01%
22,085
+1,245
2866
$324K ﹤0.01%
11,471
+271
2867
$324K ﹤0.01%
5,655
-7,137
2868
$324K ﹤0.01%
13,650
+493
2869
$323K ﹤0.01%
8,304
-1,425
2870
$322K ﹤0.01%
40,671
-217
2871
$321K ﹤0.01%
47,457
-659
2872
$321K ﹤0.01%
4,836
-60
2873
$319K ﹤0.01%
8,850
-1,847
2874
$319K ﹤0.01%
+7,653
2875
$319K ﹤0.01%
7,557
+3,155
113 114
115
116 117