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
3276
$71K ﹤0.01%
+27,611
3277
$68K ﹤0.01%
+10,138
3278
$67K ﹤0.01%
16,417
-4,500
3279
$66K ﹤0.01%
11,056
-32,950
3280
$66K ﹤0.01%
14,638
3281
$66K ﹤0.01%
10,047
-10,125
3282
$65K ﹤0.01%
+5,075
3283
$64K ﹤0.01%
+10,000
3284
$64K ﹤0.01%
3,083
+84
3285
$64K ﹤0.01%
+11,000
3286
$62K ﹤0.01%
18,600
-500
3287
$62K ﹤0.01%
28,479
+16,479
3288
$62K ﹤0.01%
22,773
-4,495
3289
$61K ﹤0.01%
11,856
+1,045
3290
$60K ﹤0.01%
42,017
+7,605
3291
$60K ﹤0.01%
19,718
+6,463
3292
$57K ﹤0.01%
13,585
-10,040
3293
$56K ﹤0.01%
18,100
-60,000
3294
$55K ﹤0.01%
25,000
3295
$55K ﹤0.01%
+80,300
3296
$54K ﹤0.01%
1,299
+290
3297
$54K ﹤0.01%
10,000
3298
$53K ﹤0.01%
+10,500
3299
$52K ﹤0.01%
1,000
3300
$52K ﹤0.01%
12,648
-42,595
130 131
132
133 134