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
3251
$111K ﹤0.01%
13,722
3252
$110K ﹤0.01%
42,736
+10,000
3253
$109K ﹤0.01%
+4,850
3254
$109K ﹤0.01%
10,797
-500
3255
$105K ﹤0.01%
4,670
+1,404
3256
$104K ﹤0.01%
20,648
-111
3257
$104K ﹤0.01%
13,645
-89
3258
$104K ﹤0.01%
280
-233
3259
$103K ﹤0.01%
2,197
-6,218
3260
$101K ﹤0.01%
55,572
3261
$99K ﹤0.01%
19,835
-39
3262
$98K ﹤0.01%
14,212
+350
3263
$98K ﹤0.01%
5,057
-717
3264
$92K ﹤0.01%
14,812
-15,338
3265
$90K ﹤0.01%
16,827
+1,369
3266
$90K ﹤0.01%
12,545
-22,400
3267
$84K ﹤0.01%
24,640
-341
3268
$82K ﹤0.01%
550
-86
3269
$81K ﹤0.01%
13,064
3270
$80K ﹤0.01%
16,699
+189
3271
$80K ﹤0.01%
+17,148
3272
$79K ﹤0.01%
12,138
-5,150
3273
$79K ﹤0.01%
1,479
+779
3274
$76K ﹤0.01%
11,552
+1,758
3275
$75K ﹤0.01%
1,117
-5
129 130
131
132 133