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
2926
$294K ﹤0.01%
2,431
2927
$293K ﹤0.01%
11,058
2928
$293K ﹤0.01%
6,872
-7,621
2929
$292K ﹤0.01%
18,944
+57
2930
$292K ﹤0.01%
+4,280
2931
$292K ﹤0.01%
2,936
+603
2932
$292K ﹤0.01%
6,269
-282
2933
$292K ﹤0.01%
13,915
-3,452
2934
$290K ﹤0.01%
8,729
+636
2935
$290K ﹤0.01%
8,495
-1,342
2936
$288K ﹤0.01%
9,194
-20,715
2937
$288K ﹤0.01%
11,068
2938
$287K ﹤0.01%
8,610
2939
$287K ﹤0.01%
7,357
2940
$287K ﹤0.01%
8,882
+484
2941
$287K ﹤0.01%
14,355
-179
2942
$286K ﹤0.01%
+9,960
2943
$286K ﹤0.01%
+10,292
2944
$286K ﹤0.01%
1,600
-118
2945
$286K ﹤0.01%
17,350
2946
$286K ﹤0.01%
+5,970
2947
$285K ﹤0.01%
5,669
-7,803
2948
$285K ﹤0.01%
3,144
-773
2949
$285K ﹤0.01%
+130
2950
$284K ﹤0.01%
25,125
-450
116 117
118
119 120