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
701
$11M 0.01%
227,427
+8,219
702
$11M 0.01%
71,449
+1,491
703
$10.9M 0.01%
510,741
+495,705
704
$10.9M 0.01%
316,767
-4,183
705
$10.9M 0.01%
357,948
-18,271
706
$10.9M 0.01%
103,941
+42,221
707
$10.9M 0.01%
116,223
+9,790
708
$10.9M 0.01%
77,313
-454
709
$10.8M 0.01%
390,317
-19,761
710
$10.8M 0.01%
58,875
+8,144
711
$10.7M 0.01%
146,187
-24,640
712
$10.7M 0.01%
138,542
-163,829
713
$10.6M 0.01%
62,601
-1,350
714
$10.6M 0.01%
543,195
-64,354
715
$10.6M 0.01%
129,687
-56,589
716
$10.6M 0.01%
91,055
+3,590
717
$10.6M 0.01%
206,655
+7,912
718
$10.5M 0.01%
111,120
+14,505
719
$10.5M 0.01%
43,825
-3,420
720
$10.5M 0.01%
60,003
-3,957
721
$10.5M 0.01%
102,079
+7,242
722
$10.5M 0.01%
122,935
-14,585
723
$10.5M 0.01%
71,189
+6,077
724
$10.5M 0.01%
8,483
-659
725
$10.5M 0.01%
88,234
+1,189
27 28
29
30 31