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
526
$18.7M 0.02%
263,587
+39,962
527
$18.7M 0.02%
377,526
+71,821
528
$18.6M 0.02%
84,932
+11,021
529
$18.4M 0.02%
155,721
+652
530
$18.4M 0.02%
27,479
-1,427
531
$18.3M 0.02%
607,017
-192,173
532
$18.2M 0.02%
174,879
-380
533
$18M 0.02%
28,265
+3,426
534
$18M 0.02%
71,163
+10,014
535
$17.9M 0.02%
117,791
-25,187
536
$17.9M 0.02%
73,518
+1,653
537
$17.8M 0.02%
282,507
+7,389
538
$17.8M 0.02%
204,224
+315
539
$17.8M 0.02%
158,906
-6,750
540
$17.7M 0.02%
213,637
-23,919
541
$17.7M 0.02%
133,283
+9,782
542
$17.6M 0.02%
153,102
-6,325
543
$17.5M 0.02%
87,592
-10,532
544
$17.5M 0.02%
135,390
+9,184
545
$17.5M 0.02%
76,113
+5,652
546
$17.3M 0.02%
482,666
+38,289
547
$17.3M 0.02%
44,397
+1,879
548
$17.2M 0.02%
107,606
+6,266
549
$17.2M 0.02%
343,390
+6,965
550
$17.1M 0.02%
52,850
+4,765
20 21
22
23 24