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
3226
$132K ﹤0.01%
19,379
+983
3227
$132K ﹤0.01%
12,130
-1,600
3228
$130K ﹤0.01%
10,724
-8,953
3229
$130K ﹤0.01%
10,962
-469
3230
$129K ﹤0.01%
+13
3231
$129K ﹤0.01%
580
+140
3232
$128K ﹤0.01%
13,964
-894
3233
$126K ﹤0.01%
12,339
+459
3234
$125K ﹤0.01%
12,100
-355
3235
$124K ﹤0.01%
82,687
3236
$124K ﹤0.01%
1,033
+3
3237
$123K ﹤0.01%
13,480
+133
3238
$123K ﹤0.01%
2,600
3239
$122K ﹤0.01%
+13,750
3240
$122K ﹤0.01%
18,290
-69
3241
$122K ﹤0.01%
20,894
-161,611
3242
$121K ﹤0.01%
23,500
+350
3243
$121K ﹤0.01%
20,031
-344
3244
$121K ﹤0.01%
407
-2,051
3245
$121K ﹤0.01%
+11,626
3246
$118K ﹤0.01%
365
-304
3247
$115K ﹤0.01%
+14,349
3248
$113K ﹤0.01%
5,750
3249
$112K ﹤0.01%
16,537
-215,089
3250
$112K ﹤0.01%
6,318
+1,280
128 129
130
131 132