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
301
$39.9M 0.05%
340,395
+15,952
302
$39.8M 0.05%
589,057
+93,292
303
$39.8M 0.05%
491,969
+95,267
304
$39.6M 0.05%
445,460
+36,883
305
$39.3M 0.05%
1,704,167
+202,148
306
$38.9M 0.05%
352,814
+25,967
307
$38.9M 0.05%
152,064
+1,990
308
$38.5M 0.05%
74,282
+2,401
309
$38.3M 0.05%
531,260
-4,735
310
$38.2M 0.05%
97,652
-492
311
$38M 0.05%
354,019
+2,351
312
$38M 0.05%
1,001,900
+33,540
313
$37.8M 0.05%
160,437
+10,331
314
$37.7M 0.05%
80,317
+597
315
$37.6M 0.05%
93,618
+2,570
316
$37.5M 0.05%
730,144
+2,271
317
$37M 0.05%
229,861
+18,430
318
$36.4M 0.05%
322,554
+11,479
319
$36.3M 0.05%
760,455
+21,325
320
$36.1M 0.05%
87,057
+8,064
321
$36M 0.05%
587,687
+11,881
322
$35.9M 0.05%
747,596
+51,922
323
$35.7M 0.05%
474,516
+16,076
324
$35.5M 0.05%
262,411
+103,952
325
$35.4M 0.05%
366,517
+6,976
11 12
13
14 15