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
3376
– –
-30,197
3377
– –
-23,439
3378
– –
-44,224
3379
– –
-89,328
3380
– –
-222,658
3381
– –
-267,949
3382
– –
-4,514
3383
– –
-22,200
3384
– –
-88,068
3385
– –
-437,783
3386
– –
-27,119
3387
– –
-11,436
3388
– –
-68,200
3389
– –
-23,062
3390
– –
-13,259
3391
– –
-16,961
3392
– –
-10,110
3393
– –
-8,415
3394
– –
-173,384
3395
– –
-19,000
3396
– –
-46,764
3397
– –
-18,995
3398
– –
-38,241
3399
– –
-63,153
3400
– –
-12,515
134 135
136
137 138