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
3101
$219K ﹤0.01%
+6,939
3102
$218K ﹤0.01%
10,309
-612
3103
$218K ﹤0.01%
+2,170
3104
$218K ﹤0.01%
1,640
+289
3105
$217K ﹤0.01%
3,496
-7,152
3106
$217K ﹤0.01%
+1,863
3107
$217K ﹤0.01%
2,233
-140
3108
$217K ﹤0.01%
4,152
3109
$216K ﹤0.01%
+4,610
3110
$215K ﹤0.01%
+1,838
3111
$215K ﹤0.01%
4,844
+554
3112
$215K ﹤0.01%
+1,929
3113
$215K ﹤0.01%
13,359
-238
3114
$214K ﹤0.01%
6,670
-380
3115
$213K ﹤0.01%
3,291
-1,673
3116
$213K ﹤0.01%
+10,220
3117
$213K ﹤0.01%
2,821
-46,954
3118
$212K ﹤0.01%
8,906
-1,878
3119
$212K ﹤0.01%
4,595
-7,775
3120
$212K ﹤0.01%
+25,374
3121
$211K ﹤0.01%
2,563
-19,176
3122
$210K ﹤0.01%
+7,163
3123
$210K ﹤0.01%
11,927
-5,022
3124
$209K ﹤0.01%
15,771
+1,967
3125
$209K ﹤0.01%
+2,300
123 124
125
126 127