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
3151
$199K ﹤0.01%
12,357
+200
3152
$198K ﹤0.01%
13,982
-1,509
3153
$197K ﹤0.01%
575
3154
$197K ﹤0.01%
43,773
-69,799
3155
$196K ﹤0.01%
14,851
-1,600
3156
$196K ﹤0.01%
1,653
-88
3157
$195K ﹤0.01%
17,509
-18,145
3158
$195K ﹤0.01%
20,344
3159
$194K ﹤0.01%
+20,300
3160
$193K ﹤0.01%
13,160
+699
3161
$193K ﹤0.01%
+16,800
3162
$192K ﹤0.01%
2,197
+990
3163
$192K ﹤0.01%
39,388
+1,812
3164
$191K ﹤0.01%
+1,584
3165
$191K ﹤0.01%
12,677
-7,096
3166
$191K ﹤0.01%
11,999
-100
3167
$188K ﹤0.01%
19,335
-43,609
3168
$188K ﹤0.01%
11,009
-283
3169
$187K ﹤0.01%
13,589
-4,771
3170
$187K ﹤0.01%
24,564
+6,867
3171
$186K ﹤0.01%
10,318
-652
3172
$186K ﹤0.01%
+10,182
3173
$183K ﹤0.01%
2,337
+80
3174
$182K ﹤0.01%
12,523
+1,610
3175
$180K ﹤0.01%
17,386
-54,257
125 126
127
128 129