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
2951
$283K ﹤0.01%
4,416
+950
2952
$280K ﹤0.01%
+7,567
2953
$278K ﹤0.01%
7,075
+550
2954
$278K ﹤0.01%
+4,135
2955
$278K ﹤0.01%
2,979
-325
2956
$278K ﹤0.01%
32,191
-3,538
2957
$277K ﹤0.01%
19,618
+10
2958
$276K ﹤0.01%
+11,649
2959
$276K ﹤0.01%
13,629
+317
2960
$276K ﹤0.01%
25,000
-37,400
2961
$275K ﹤0.01%
20,063
-5,559
2962
$275K ﹤0.01%
22,246
-12,000
2963
$275K ﹤0.01%
8,632
-414
2964
$275K ﹤0.01%
5,555
-555
2965
$274K ﹤0.01%
22,517
2966
$274K ﹤0.01%
14,130
-1,940
2967
$274K ﹤0.01%
3,258
-100
2968
$274K ﹤0.01%
3,905
-531
2969
$274K ﹤0.01%
+58,889
2970
$273K ﹤0.01%
12,259
-3,678
2971
$272K ﹤0.01%
17,657
-429
2972
$272K ﹤0.01%
+16,992
2973
$272K ﹤0.01%
3,450
+98
2974
$270K ﹤0.01%
15,750
+1,843
2975
$269K ﹤0.01%
9,044
-2,500
117 118
119
120 121