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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
3351
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-27,203
3352
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-59,364
3353
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-19,092
3354
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-40,379
3355
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-15,200
3356
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-73,736
3357
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-13,705
3358
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-63,438
3359
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-7,085
3360
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-68,416
3361
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-14,695
3362
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-5,616
3363
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-12,267
3364
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-100,376
3365
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3366
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-9,011
3367
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-11,490
3368
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-106,900
3369
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-30,197
3370
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-23,439
3371
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-44,224
3372
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-89,328
3373
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3374
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-267,949
3375
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-4,514
133 134
135
136 137