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
776
$9.22M 0.01%
59,734
+11,732
777
$9.22M 0.01%
506,366
-115,099
778
$9.21M 0.01%
51,661
-92
779
$9.18M 0.01%
377,673
+81,320
780
$9.17M 0.01%
90,796
+3,381
781
$9.12M 0.01%
353,735
-4,221
782
$9.07M 0.01%
38,748
+1,451
783
$9.07M 0.01%
41,020
-96
784
$9.06M 0.01%
21,756
+5,790
785
$9.04M 0.01%
123,725
+5,926
786
$9M 0.01%
326,307
+590
787
$8.99M 0.01%
68,132
-35,928
788
$8.94M 0.01%
162,019
+6,673
789
$8.94M 0.01%
330,916
+9,044
790
$8.88M 0.01%
126,906
+51,411
791
$8.86M 0.01%
+27,115
792
$8.83M 0.01%
192,410
-47,999
793
$8.82M 0.01%
23,178
-501
794
$8.82M 0.01%
80,832
-31,491
795
$8.81M 0.01%
135,262
+1,036
796
$8.8M 0.01%
38,809
+8,711
797
$8.79M 0.01%
462,610
+126,717
798
$8.71M 0.01%
232,694
-301,092
799
$8.7M 0.01%
221,507
+32,474
800
$8.7M 0.01%
75,544
+2,274
30 31
32
33 34