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
426
$25.6M 0.03%
1,849,524
-830
427
$25.5M 0.03%
142,256
-9,564
428
$25.5M 0.03%
140,889
+122,349
429
$25.4M 0.03%
96,126
-5,184
430
$25.4M 0.03%
243,115
+16,598
431
$25.2M 0.03%
81,271
+4,950
432
$25.1M 0.03%
36,998
+432
433
$25.1M 0.03%
95,212
+22,053
434
$24.9M 0.03%
280,498
+24,620
435
$24.8M 0.03%
474,310
+89,480
436
$24.7M 0.03%
238,177
+21,275
437
$24.7M 0.03%
570,148
-28,542
438
$24.6M 0.03%
822,083
+48,417
439
$24.5M 0.03%
345,427
+4,235
440
$24.4M 0.03%
960,002
+41,665
441
$24.3M 0.03%
653,530
-114,415
442
$24.3M 0.03%
247,829
-82
443
$24.3M 0.03%
52,366
+865
444
$24.3M 0.03%
116,915
+11,125
445
$24.2M 0.03%
183,020
+6,112
446
$24.1M 0.03%
139,086
-2,487
447
$23.8M 0.03%
291,800
+87,956
448
$23.8M 0.03%
36,454
-2,471
449
$23.7M 0.03%
151,559
+1,031
450
$23.6M 0.03%
877,758
+476,268
16 17
18
19 20