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
501
$20.7M 0.03%
86,149
-307
502
$20.6M 0.03%
685,933
-6,241
503
$20.4M 0.03%
219,350
-21,824
504
$20.4M 0.03%
426,254
-104,527
505
$20.3M 0.03%
172,509
-6,063
506
$20.2M 0.03%
237,223
+54,834
507
$20.1M 0.03%
408,780
-14,746
508
$20.1M 0.03%
110,325
-955
509
$19.9M 0.03%
67,942
+12,949
510
$19.9M 0.03%
878,893
+406,670
511
$19.9M 0.03%
117,135
+12,816
512
$19.9M 0.03%
620,429
-19,635
513
$19.7M 0.03%
283,392
+9,006
514
$19.7M 0.03%
1,453,244
-560,254
515
$19.4M 0.03%
175,287
+20,370
516
$19.2M 0.03%
125,498
-3,981
517
$19.1M 0.03%
749,993
+108,874
518
$18.9M 0.03%
532,634
+13,342
519
$18.9M 0.03%
127,728
-2,821
520
$18.9M 0.03%
321,632
+16,120
521
$18.9M 0.03%
136,358
-1,077
522
$18.8M 0.02%
58,437
+9,808
523
$18.7M 0.02%
90,770
-28,616
524
$18.7M 0.02%
258,669
-12,246
525
$18.7M 0.02%
292,406
-3,341
19 20
21
22 23