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
576
$15.4M 0.02%
261,127
+8,452
577
$15.4M 0.02%
510,888
+20,004
578
$15.4M 0.02%
615,115
+539,414
579
$15.4M 0.02%
492,389
+12,848
580
$15.3M 0.02%
447,710
+10,782
581
$15.3M 0.02%
106,088
+19,366
582
$15.3M 0.02%
365,277
+72,241
583
$15.3M 0.02%
168,486
-36,633
584
$15.2M 0.02%
177,529
+3,927
585
$15.2M 0.02%
159,880
+4,172
586
$15M 0.02%
79,642
+2,566
587
$15M 0.02%
232,758
-14,016
588
$14.9M 0.02%
288,166
+81,133
589
$14.9M 0.02%
128,549
-5,901
590
$14.9M 0.02%
96,766
-6,655
591
$14.8M 0.02%
27,578
+1,274
592
$14.8M 0.02%
136,597
-36,282
593
$14.7M 0.02%
54,154
-13,390
594
$14.7M 0.02%
211,963
595
$14.7M 0.02%
128,815
+33,880
596
$14.6M 0.02%
446,287
-178,130
597
$14.6M 0.02%
66,692
+15,746
598
$14.5M 0.02%
115,368
-3,312
599
$14.5M 0.02%
280,447
+4,151
600
$14.5M 0.02%
158,237
+30,043
22 23
24
25 26