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
626
$13.3M 0.02%
515,132
+222,935
627
$13.3M 0.02%
128,264
+135
628
$13.3M 0.02%
30,583
+553
629
$13.3M 0.02%
39,140
+2,975
630
$13.2M 0.02%
72,754
-5,700
631
$13.2M 0.02%
56,422
+2,367
632
$13.1M 0.02%
192,058
+17,250
633
$13M 0.02%
313,740
+42,499
634
$13M 0.02%
202,225
-25,001
635
$13M 0.02%
92,548
+1,508
636
$12.9M 0.02%
108,157
+6,608
637
$12.9M 0.02%
301,183
-321,930
638
$12.9M 0.02%
132,566
+23,531
639
$12.9M 0.02%
156,166
-44,835
640
$12.9M 0.02%
49,390
-1,279
641
$12.9M 0.02%
702,104
+50,175
642
$12.8M 0.02%
215,669
+61,638
643
$12.8M 0.02%
57,290
-5,740
644
$12.8M 0.02%
352,601
+60
645
$12.8M 0.02%
146,696
+1,625
646
$12.7M 0.02%
499,963
+474,450
647
$12.6M 0.02%
75,609
+5,967
648
$12.6M 0.02%
157,865
+8,665
649
$12.5M 0.02%
270,422
-10,160
650
$12.5M 0.02%
379,902
+127,058
24 25
26
27 28