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
3401
– –
-7,644
3402
– –
-8,326
3403
– –
-27,602
3404
– –
-24,125
3405
– –
-26,381
3406
– –
-112,878
3407
– –
-49,267
3408
– –
-12,415
3409
– –
-16,347
3410
– –
-5,680
3411
– –
-3,747
3412
– –
-184,410
3413
– –
-8,962
3414
– –
-20,882
3415
– –
-4,298
3416
– –
-13,476
3417
– –
-149,322
3418
– –
-28,436
3419
– –
-7,688
3420
– –
-12,936
3421
– –
-8,912
3422
– –
-792
3423
– –
-19,903
3424
– –
-12,989
3425
– –
-3,280
135 136
137
138 139