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
726
$10.4M 0.01%
175,173
+28,780
727
$10.4M 0.01%
50,272
-859
728
$10.4M 0.01%
180,521
+26,052
729
$10.4M 0.01%
222,587
+19,403
730
$10.3M 0.01%
88,919
+332
731
$10.3M 0.01%
89,919
+10,736
732
$10.3M 0.01%
249,112
+5,803
733
$10.2M 0.01%
181,624
+3,886
734
$10.2M 0.01%
73,454
+2,078
735
$10.2M 0.01%
163,588
+6,586
736
$10.1M 0.01%
679,151
-50,418
737
$10.1M 0.01%
437,921
+26,321
738
$10.1M 0.01%
116,661
+620
739
$10.1M 0.01%
65,638
+1,781
740
$10.1M 0.01%
212,736
+4,660
741
$10M 0.01%
98,968
+7,918
742
$10M 0.01%
166,996
+62,724
743
$10M 0.01%
213,897
-9,144
744
$10M 0.01%
40,122
-234
745
$9.99M 0.01%
161,746
+3,416
746
$9.99M 0.01%
251,244
-17,134
747
$9.96M 0.01%
118,616
-606
748
$9.95M 0.01%
171,095
+18,658
749
$9.91M 0.01%
116,749
-2,092
750
$9.89M 0.01%
453,813
-74,462
28 29
30
31 32