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
3026
$248K ﹤0.01%
+1,149
3027
$247K ﹤0.01%
+13,575
3028
$246K ﹤0.01%
+11,425
3029
$246K ﹤0.01%
2,027
+121
3030
$246K ﹤0.01%
4,110
-199
3031
$246K ﹤0.01%
+9,941
3032
$245K ﹤0.01%
7,705
+306
3033
$245K ﹤0.01%
+1,752
3034
$245K ﹤0.01%
5,286
-25,062
3035
$245K ﹤0.01%
28,230
-691
3036
$245K ﹤0.01%
2,324
-60
3037
$244K ﹤0.01%
5,443
-1,254
3038
$244K ﹤0.01%
+6,190
3039
$243K ﹤0.01%
2,943
-144
3040
$243K ﹤0.01%
5,283
+266
3041
$243K ﹤0.01%
25,291
-1,504
3042
$242K ﹤0.01%
13,961
-1,415
3043
$242K ﹤0.01%
+11,989
3044
$241K ﹤0.01%
+5,405
3045
$241K ﹤0.01%
2,659
+225
3046
$240K ﹤0.01%
6,511
-1,295
3047
$240K ﹤0.01%
40,200
-7,121
3048
$239K ﹤0.01%
11,386
-1,693
3049
$239K ﹤0.01%
11,633
+498
3050
$239K ﹤0.01%
4,187
+58
120 121
122
123 124