Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
3501
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-9,690
3502
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-18,700
3503
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-19,464
3504
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-40,027
3505
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3506
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-27,203
3507
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-59,364
3508
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-30,197
3509
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-46,764
3510
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-18,995
3511
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-38,241
3512
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-63,153
3513
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-36,089
3514
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3515
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-6,346
3516
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-2,600
3517
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-6,639
3518
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3519
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-134,674
3520
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-35,941
3521
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-12,515
3522
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-7,644
3523
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-8,326
3524
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-27,602
3525
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-24,125
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