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
51
$336M 0.44%
5,045,980
+105,620
52
$335M 0.44%
3,238,457
+127,766
53
$332M 0.44%
585,728
+10,679
54
$313M 0.41%
2,930,213
-715,232
55
$311M 0.41%
1,853,954
+78,555
56
$310M 0.41%
6,974,978
+236,791
57
$309M 0.41%
1,258,173
+73,136
58
$303M 0.4%
1,038,273
+15,947
59
$298M 0.39%
1,270,433
-34,380
60
$297M 0.39%
1,422,435
+426
61
$296M 0.39%
5,703,605
+324,077
62
$294M 0.39%
794,097
+9,199
63
$288M 0.38%
1,381,507
+55,976
64
$285M 0.38%
3,055,377
+56,093
65
$285M 0.38%
1,327,508
+33,190
66
$278M 0.37%
697,492
+44,930
67
$269M 0.35%
417,440
+49,559
68
$260M 0.34%
724,126
+8,530
69
$259M 0.34%
1,556,657
+216,988
70
$256M 0.34%
2,250,995
-406,671
71
$255M 0.34%
2,377,922
-433,044
72
$255M 0.34%
3,364,384
+86,391
73
$253M 0.33%
4,907,638
+357,829
74
$247M 0.33%
1,755,652
+70,900
75
$246M 0.32%
916,625
-2,673
1 2
3
4 5