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
351
$33.2M 0.04%
422,781
-9,014
352
$33.2M 0.04%
136,869
+6,785
353
$32.9M 0.04%
2,016,519
+88,816
354
$32.9M 0.04%
98,917
+15,995
355
$32.8M 0.04%
832,111
-3,300
356
$32.7M 0.04%
79,326
+1,341
357
$32.6M 0.04%
618,031
+125,195
358
$32.6M 0.04%
152,864
-23,713
359
$32.5M 0.04%
149,107
+26,322
360
$32.5M 0.04%
488,619
-188,695
361
$32M 0.04%
122,594
-2,418
362
$31.8M 0.04%
544,966
+29,002
363
$31.4M 0.04%
172,401
+3,675
364
$31.2M 0.04%
430,652
+37,274
365
$31M 0.04%
811,854
+14,621
366
$31M 0.04%
657,480
+111,255
367
$30.8M 0.04%
188,311
+11,579
368
$30.8M 0.04%
12,819
+1,523
369
$30.7M 0.04%
71,414
+1,710
370
$30.5M 0.04%
423,426
+3,184
371
$30.4M 0.04%
163,963
+2,175
372
$30.4M 0.04%
277,615
-4,642
373
$30.3M 0.04%
117,214
+275
374
$30.3M 0.04%
222,456
-6
375
$30.3M 0.04%
78,285
+2,777
13 14
15
16 17