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
676
$11.8M 0.02%
245,828
-191,949
677
$11.8M 0.02%
712,388
-7,801
678
$11.8M 0.02%
265,098
-29,722
679
$11.8M 0.02%
58,203
+1,113
680
$11.7M 0.02%
33,237
+13,018
681
$11.7M 0.02%
51,228
-35,259
682
$11.7M 0.02%
580,233
+69,649
683
$11.6M 0.02%
439,640
+45,959
684
$11.5M 0.02%
17,497
+2,601
685
$11.5M 0.02%
130,276
-9,351
686
$11.5M 0.02%
138,724
+50,433
687
$11.5M 0.02%
210,348
+1,014
688
$11.5M 0.02%
243,714
+35,182
689
$11.4M 0.02%
179,225
+22,225
690
$11.3M 0.02%
45,632
+10,196
691
$11.3M 0.01%
8,355
-27,861
692
$11.2M 0.01%
90,999
-6,260
693
$11.2M 0.01%
586,893
-69,994
694
$11.1M 0.01%
491,132
+236,491
695
$11.1M 0.01%
483,111
+23,083
696
$11.1M 0.01%
91,772
-10,881
697
$11.1M 0.01%
141,794
+13,598
698
$11M 0.01%
107,250
-6,545
699
$11M 0.01%
878,567
-183,909
700
$11M 0.01%
382,860
+52,135
26 27
28
29 30