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
26
$500M 0.66%
5,976,926
+223,965
27
$485M 0.64%
3,130,058
+7,728
28
$459M 0.61%
688,415
+9,123
29
$456M 0.6%
1,493,056
+168,113
30
$452M 0.6%
1,272,471
+44,173
31
$450M 0.59%
3,847,081
+16,807
32
$450M 0.59%
2,460,229
-167,215
33
$446M 0.59%
9,241,248
+460,491
34
$427M 0.56%
2,725,726
+140,377
35
$421M 0.56%
4,533,149
+43,532
36
$420M 0.56%
3,049,995
+55,650
37
$410M 0.54%
1,661,516
+17,500
38
$406M 0.54%
3,457,236
+186,293
39
$395M 0.52%
2,095,086
+35,438
40
$395M 0.52%
6,669,535
+311,238
41
$378M 0.5%
2,794,808
+92,082
42
$376M 0.5%
1,479,119
+64,538
43
$372M 0.49%
7,288,164
-273,728
44
$371M 0.49%
2,223,694
+13,985
45
$367M 0.48%
2,468,056
+62,997
46
$361M 0.48%
3,517,925
+90,915
47
$359M 0.47%
1,454,969
-8,800
48
$355M 0.47%
2,040,588
+25,932
49
$353M 0.47%
4,340,532
-1,337,563
50
$340M 0.45%
2,506,127
+107,678
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