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
751
$9.89M 0.01%
198,523
-11,444
752
$9.88M 0.01%
89,690
+2,782
753
$9.88M 0.01%
612,733
-8,663
754
$9.87M 0.01%
156,218
+76,053
755
$9.77M 0.01%
90,022
-1,029
756
$9.77M 0.01%
141,534
-8,236
757
$9.72M 0.01%
225,382
+42,713
758
$9.72M 0.01%
49,368
+4,355
759
$9.68M 0.01%
202,198
-12,811
760
$9.66M 0.01%
164,118
+23,683
761
$9.61M 0.01%
158,574
-370,279
762
$9.6M 0.01%
406,318
+46,370
763
$9.59M 0.01%
113,569
+361
764
$9.58M 0.01%
57,972
+9,016
765
$9.57M 0.01%
383,456
+7,004
766
$9.57M 0.01%
115,988
+72,213
767
$9.53M 0.01%
437,677
-54,706
768
$9.47M 0.01%
76,298
+5,866
769
$9.39M 0.01%
674,353
+21,163
770
$9.39M 0.01%
87,028
-39,616
771
$9.36M 0.01%
+6,277
772
$9.33M 0.01%
29,806
-1,444
773
$9.27M 0.01%
86,483
+2,569
774
$9.27M 0.01%
86,815
-1,191
775
$9.23M 0.01%
356,155
+16,413
29 30
31
32 33