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
3051
$239K ﹤0.01%
9,199
+63
3052
$239K ﹤0.01%
15,053
-1,625
3053
$238K ﹤0.01%
52,592
+3,688
3054
$238K ﹤0.01%
11,284
-74
3055
$238K ﹤0.01%
9,782
-1,492
3056
$237K ﹤0.01%
40,000
+3,000
3057
$236K ﹤0.01%
6,850
3058
$235K ﹤0.01%
19,953
3059
$235K ﹤0.01%
+3,973
3060
$235K ﹤0.01%
2,432
-198
3061
$234K ﹤0.01%
+9,069
3062
$234K ﹤0.01%
27,792
+4,921
3063
$234K ﹤0.01%
7,856
3064
$234K ﹤0.01%
4,570
3065
$234K ﹤0.01%
+6,765
3066
$233K ﹤0.01%
7,353
-123
3067
$233K ﹤0.01%
14,193
+2,585
3068
$232K ﹤0.01%
15,939
+776
3069
$232K ﹤0.01%
10,103
-3
3070
$232K ﹤0.01%
16,126
-4,948
3071
$231K ﹤0.01%
7,753
3072
$231K ﹤0.01%
+2,381
3073
$230K ﹤0.01%
+16,295
3074
$230K ﹤0.01%
14,538
-898
3075
$229K ﹤0.01%
8,700
-9,000
121 122
123
124 125