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
3301
$51K ﹤0.01%
+12,942
3302
$51K ﹤0.01%
16,480
-200
3303
$48K ﹤0.01%
46,200
+4,500
3304
$47K ﹤0.01%
+12,000
3305
$45K ﹤0.01%
10,182
3306
$45K ﹤0.01%
41
-300
3307
$43K ﹤0.01%
778
-103
3308
$41K ﹤0.01%
30,075
3309
$40K ﹤0.01%
11,554
-6,633
3310
$39K ﹤0.01%
+10,009
3311
$38K ﹤0.01%
3,647
-3,953
3312
$37K ﹤0.01%
+14,431
3313
$36K ﹤0.01%
+10,000
3314
$36K ﹤0.01%
28,000
3315
$35K ﹤0.01%
+12,564
3316
$35K ﹤0.01%
+29,950
3317
$33K ﹤0.01%
13,940
-7,692
3318
$31K ﹤0.01%
1,755
-400
3319
$31K ﹤0.01%
16,569
-34,110
3320
$29K ﹤0.01%
+31,000
3321
$28K ﹤0.01%
29,102
+11,761
3322
$26K ﹤0.01%
5
+2
3323
$24K ﹤0.01%
32
-5
3324
$24K ﹤0.01%
30,575
3325
$24K ﹤0.01%
1,120
-250
131 132
133
134 135