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
551
$16.9M 0.02%
1,054,000
-22,203
552
$16.9M 0.02%
104,967
+2,524
553
$16.9M 0.02%
181,467
+1,404
554
$16.8M 0.02%
542,911
-36,520
555
$16.8M 0.02%
734,160
+54,290
556
$16.7M 0.02%
162,266
+43,898
557
$16.7M 0.02%
328,343
+45,103
558
$16.7M 0.02%
1,110,476
+67,139
559
$16.6M 0.02%
153,634
-532
560
$16.5M 0.02%
365,262
+47,499
561
$16.3M 0.02%
141,012
-27,340
562
$16.2M 0.02%
752,948
-180,491
563
$16.1M 0.02%
241,990
+4,574
564
$16.1M 0.02%
1,722,024
-957,802
565
$16M 0.02%
261,041
+8,354
566
$15.9M 0.02%
185,486
+84,060
567
$15.9M 0.02%
129,826
+1,658
568
$15.9M 0.02%
439,599
+12,895
569
$15.8M 0.02%
440,284
-19,076
570
$15.8M 0.02%
117,742
+4,729
571
$15.8M 0.02%
119,624
+32,795
572
$15.8M 0.02%
88,014
+2,121
573
$15.7M 0.02%
676,451
+14,578
574
$15.5M 0.02%
35,461
+122
575
$15.5M 0.02%
333,439
-3,635
21 22
23
24 25