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
651
$12.5M 0.02%
351,177
+160,813
652
$12.5M 0.02%
218,895
+78,338
653
$12.4M 0.02%
286,457
-21,123
654
$12.4M 0.02%
97,412
+2,413
655
$12.4M 0.02%
91,527
-6,786
656
$12.4M 0.02%
188,024
+2,723
657
$12.3M 0.02%
102,312
+2,776
658
$12.3M 0.02%
158,472
+17,420
659
$12.3M 0.02%
161,566
+51,219
660
$12.3M 0.02%
202,843
-142,706
661
$12.3M 0.02%
188,398
+4,134
662
$12.2M 0.02%
93,847
+1,971
663
$12.2M 0.02%
181,862
-41,219
664
$12.1M 0.02%
726,433
+182,466
665
$12.1M 0.02%
5,779
+323
666
$12.1M 0.02%
107,560
+13,125
667
$12.1M 0.02%
481,239
+133,792
668
$12M 0.02%
232,020
+218,382
669
$12M 0.02%
449,313
-38,262
670
$11.9M 0.02%
276,266
-155,692
671
$11.9M 0.02%
99,274
+863
672
$11.9M 0.02%
119,070
-16,423
673
$11.9M 0.02%
256,238
+45,340
674
$11.8M 0.02%
129,600
-5,012
675
$11.8M 0.02%
124,696
-4,924
25 26
27
28 29