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
326
$35.3M 0.05%
793,682
-25,029
327
$35.3M 0.05%
66,608
+2,355
328
$35.1M 0.05%
851,295
-20,471
329
$34.9M 0.05%
487,400
+12,082
330
$34.9M 0.05%
91,515
-4,680
331
$34.8M 0.05%
323,301
+5,020
332
$34.8M 0.05%
1,674,237
+283,331
333
$34.7M 0.05%
2,189,549
+63,027
334
$34.7M 0.05%
78,786
+3,509
335
$34.6M 0.05%
1,821,588
+35,832
336
$34.6M 0.05%
70,240
+1,449
337
$34.2M 0.05%
645,899
+92,153
338
$34.1M 0.05%
197,848
+11,295
339
$34M 0.04%
190,012
+20,435
340
$34M 0.04%
1,133,115
+265,779
341
$33.8M 0.04%
692,691
-6,262
342
$33.8M 0.04%
371,840
+11,383
343
$33.8M 0.04%
59,749
+3,314
344
$33.8M 0.04%
89,735
+3,804
345
$33.7M 0.04%
593,065
-24,966
346
$33.6M 0.04%
214,591
+2,641
347
$33.5M 0.04%
664,488
-7,183
348
$33.4M 0.04%
887,578
+16,404
349
$33.3M 0.04%
118,241
+8,329
350
$33.3M 0.04%
271,426
+68,430
12 13
14
15 16