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
476
$21.9M 0.03%
480,715
+125,522
477
$21.8M 0.03%
1,548,021
-277,418
478
$21.7M 0.03%
350,416
-51,638
479
$21.7M 0.03%
1,404,366
+94,374
480
$21.6M 0.03%
197,380
+19,325
481
$21.6M 0.03%
436,254
-35,997
482
$21.5M 0.03%
277,171
+19,133
483
$21.5M 0.03%
57,362
+6,539
484
$21.5M 0.03%
202,909
+135,218
485
$21.4M 0.03%
245,237
+22,750
486
$21.3M 0.03%
146,918
+7,142
487
$21.3M 0.03%
1,070,288
+57,600
488
$21.2M 0.03%
567,063
+3,934
489
$21.2M 0.03%
634,539
-9,195
490
$21.2M 0.03%
699,497
+346,582
491
$21.2M 0.03%
301,550
+18,441
492
$21.2M 0.03%
96,333
-16,531
493
$21.1M 0.03%
842,629
+742,344
494
$20.9M 0.03%
358,030
+3,602
495
$20.8M 0.03%
628,709
-4,326
496
$20.8M 0.03%
422,475
+33,047
497
$20.8M 0.03%
225,625
+7,558
498
$20.8M 0.03%
187,608
+31,537
499
$20.8M 0.03%
198,252
+13,840
500
$20.7M 0.03%
179,297
+67,965
18 19
20
21 22