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
2901
$303K ﹤0.01%
4,467
+215
2902
$303K ﹤0.01%
+10,226
2903
$302K ﹤0.01%
19,259
+5,765
2904
$302K ﹤0.01%
8,173
-727
2905
$301K ﹤0.01%
4,775
-34
2906
$301K ﹤0.01%
23,566
-45
2907
$301K ﹤0.01%
109,087
-6,050
2908
$301K ﹤0.01%
4,013
+413
2909
$300K ﹤0.01%
+16,120
2910
$299K ﹤0.01%
6,552
-220
2911
$299K ﹤0.01%
6,129
+2,035
2912
$298K ﹤0.01%
7,788
+394
2913
$298K ﹤0.01%
37,201
+4,190
2914
$298K ﹤0.01%
3,561
2915
$298K ﹤0.01%
2,807
-4,539
2916
$297K ﹤0.01%
7,021
-13,159
2917
$297K ﹤0.01%
3,722
-192
2918
$297K ﹤0.01%
+1,817
2919
$296K ﹤0.01%
9,270
+1,747
2920
$296K ﹤0.01%
+3,734
2921
$295K ﹤0.01%
+15,134
2922
$295K ﹤0.01%
1,865
+808
2923
$295K ﹤0.01%
4,387
-2,640
2924
$295K ﹤0.01%
9,940
-360
2925
$294K ﹤0.01%
19,588
115 116
117
118 119