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
276
$45.2M 0.06%
954,527
+64,357
277
$45.1M 0.06%
137,335
-74,438
278
$44.8M 0.06%
2,205,916
+268,209
279
$44.6M 0.06%
177,586
+9,043
280
$44.3M 0.06%
308,174
+24,111
281
$43.8M 0.06%
125,506
+8,088
282
$43.8M 0.06%
213,803
-4,267
283
$43.6M 0.06%
320,188
+272,738
284
$43.3M 0.06%
697,144
+22,614
285
$42.8M 0.06%
892,063
+82,339
286
$42.5M 0.06%
703,497
+73,449
287
$42.3M 0.06%
594,500
+232,066
288
$41.8M 0.06%
480,605
-12,203
289
$41.7M 0.06%
827,304
+251,945
290
$41.6M 0.06%
114,435
+4,751
291
$41.5M 0.05%
510,126
+24,018
292
$41.3M 0.05%
62,764
-700
293
$41.3M 0.05%
180,418
-52,868
294
$40.9M 0.05%
643,971
+37,211
295
$40.9M 0.05%
467,278
+123,062
296
$40.8M 0.05%
658,189
+58,730
297
$40.5M 0.05%
66,147
+47
298
$40.4M 0.05%
242,906
+73,095
299
$40.3M 0.05%
1,903,613
+116,421
300
$40.1M 0.05%
587,849
+96,900
10 11
12
13 14