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
376
$30.2M 0.04%
345,691
-17,392
377
$30.2M 0.04%
374,833
+327
378
$30.1M 0.04%
1,281,755
-397,631
379
$29.9M 0.04%
116,929
+5,863
380
$29.8M 0.04%
1,489,077
+1,474,306
381
$29.7M 0.04%
534,067
-6,597
382
$29.7M 0.04%
1,232,788
-48,857
383
$29.5M 0.04%
189,429
+7,434
384
$29.4M 0.04%
534,580
-51,054
385
$29M 0.04%
339,800
-11,845
386
$28.9M 0.04%
208,041
-18,351
387
$28.8M 0.04%
267,917
+55,031
388
$28.7M 0.04%
211,858
-14,594
389
$28.7M 0.04%
783,025
+27,128
390
$28.7M 0.04%
528,408
-3,428
391
$28.6M 0.04%
361,825
+3,934
392
$28.4M 0.04%
1,095,325
+71,650
393
$28.3M 0.04%
83,179
+4,726
394
$28.2M 0.04%
1,055,711
+139,689
395
$28.1M 0.04%
528,834
+97,112
396
$28.1M 0.04%
923,650
+549,508
397
$28M 0.04%
404,789
+78,442
398
$27.9M 0.04%
714,181
+369,137
399
$27.8M 0.04%
533,866
+25,187
400
$27.7M 0.04%
352,252
-41,188
14 15
16
17 18