We are live on ! Find out more
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
3401
– –
-18,026
3402
– –
-6,346
3403
– –
-2,600
3404
– –
-6,639
3405
– –
-20,650
3406
– –
-134,674
3407
– –
-35,941
3408
– –
-12,515
3409
– –
-7,644
3410
– –
-8,326
3411
– –
-27,602
3412
– –
-24,125
3413
– –
-26,381
3414
– –
-112,878
3415
– –
-49,267
3416
– –
-12,415
3417
– –
-16,347
3418
– –
-5,680
3419
– –
-3,747
3420
– –
-184,410
3421
– –
-16,980
3422
– –
-20,793
3423
– –
-13,304
3424
– –
-2,551
3425
– –
-3,646
135 136
137
138 139