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
601
$14.4M 0.02%
38,995
-1,741
602
$14.4M 0.02%
277,860
-77,988
603
$14.4M 0.02%
71,097
-223
604
$14.3M 0.02%
644,848
+87,855
605
$14.3M 0.02%
417,976
+66,903
606
$14.2M 0.02%
112,690
+3,073
607
$14.2M 0.02%
26,763
+1,979
608
$14.1M 0.02%
43,711
+3,191
609
$14.1M 0.02%
497,963
+63,652
610
$14.1M 0.02%
525,033
+30,237
611
$13.9M 0.02%
518,333
-143,073
612
$13.9M 0.02%
54,629
-12,238
613
$13.9M 0.02%
227,267
+145,791
614
$13.9M 0.02%
216,858
-830
615
$13.8M 0.02%
540,750
+108,267
616
$13.7M 0.02%
1,362,756
+37,146
617
$13.7M 0.02%
43,690
+1,199
618
$13.6M 0.02%
237,407
-110,234
619
$13.6M 0.02%
501,948
+36,135
620
$13.6M 0.02%
176,949
-7,574
621
$13.5M 0.02%
97,535
-10,690
622
$13.5M 0.02%
865,506
-8,789
623
$13.4M 0.02%
73,983
+16,200
624
$13.4M 0.02%
161,621
+6,125
625
$13.3M 0.02%
164,833
+14,237
23 24
25
26 27