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
3451
– –
-12,973
3452
– –
-17,400
3453
– –
-7,700
3454
– –
-8,368
3455
– –
-8,374
3456
– –
-65,964
3457
– –
-4,179
3458
– –
-8,630
3459
– –
-8,535
3460
– –
-60,090
3461
– –
-36,089
3462
– –
-18,026
3463
– –
-6,346
3464
– –
-2,600
3465
– –
-6,639
3466
– –
-20,650
3467
– –
-134,674
3468
– –
-35,941
3469
– –
-16,980
3470
– –
-20,793
3471
– –
-13,304
3472
– –
-2,551
3473
– –
-3,646
3474
– –
-20,402
3475
– –
-14,589
137 138
139
140 141