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
401
$27.7M 0.04%
501,723
+19,529
402
$27.6M 0.04%
933,964
+65,817
403
$27.4M 0.04%
43,353
-1,761
404
$27.3M 0.04%
236,525
-13,674
405
$27.3M 0.04%
3,315,411
+169,939
406
$27.2M 0.04%
600,357
+43,527
407
$27.2M 0.04%
352,223
+60,238
408
$27.1M 0.04%
115,516
-7,575
409
$26.8M 0.04%
558,749
+146,331
410
$26.8M 0.04%
404,742
+27,558
411
$26.8M 0.04%
191,860
+5,484
412
$26.7M 0.04%
172,317
-56,986
413
$26.5M 0.04%
636,101
-62,748
414
$26.5M 0.04%
214,739
-87,507
415
$26.3M 0.03%
127,432
-6,968
416
$26.3M 0.03%
39,998
-4,159
417
$26.2M 0.03%
188,884
-1,570
418
$26.1M 0.03%
597,586
-56,318
419
$26.1M 0.03%
171,353
+4,193
420
$26M 0.03%
128,324
-553
421
$26M 0.03%
50,195
-9,699
422
$25.9M 0.03%
88,469
+6,759
423
$25.8M 0.03%
523,780
-27,932
424
$25.7M 0.03%
344,937
-56,424
425
$25.6M 0.03%
85,019
+12,309
15 16
17
18 19