Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
451
$23.5M 0.03%
226,886
-12,027
452
$23.4M 0.03%
634,747
-75,634
453
$23.4M 0.03%
691,647
+99,037
454
$23.3M 0.03%
922,775
+129,725
455
$23.3M 0.03%
162,946
-17,559
456
$23.1M 0.03%
202,749
+18,949
457
$23.1M 0.03%
646,210
+91,844
458
$23.1M 0.03%
361,729
+8,643
459
$22.9M 0.03%
223,185
+24,353
460
$22.8M 0.03%
141,129
-36,017
461
$22.8M 0.03%
46,826
+4,468
462
$22.7M 0.03%
330,170
+65,346
463
$22.6M 0.03%
512,191
-50,056
464
$22.5M 0.03%
271,202
+93,642
465
$22.5M 0.03%
644,406
+361,452
466
$22.4M 0.03%
195,489
-1,290
467
$22.4M 0.03%
430,560
-6,696
468
$22.3M 0.03%
125,072
+1,262
469
$22.2M 0.03%
13,084
+9
470
$22.2M 0.03%
377,419
+5,848
471
$22.2M 0.03%
285,336
+14,345
472
$22.2M 0.03%
401,825
+33,106
473
$22.1M 0.03%
186,188
-45,652
474
$22.1M 0.03%
669,803
+156,837
475
$22M 0.03%
378,898
+601
17 18
19
20 21