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
801
$8.69M 0.01%
72,262
+24,551
802
$8.67M 0.01%
440,481
+369,190
803
$8.66M 0.01%
287,582
-61,750
804
$8.62M 0.01%
76,457
-11,882
805
$8.61M 0.01%
180,727
+2,975
806
$8.6M 0.01%
414,499
-14,194
807
$8.56M 0.01%
130,508
+71,505
808
$8.55M 0.01%
169,408
+72,347
809
$8.54M 0.01%
43,979
+1,141
810
$8.53M 0.01%
17,283
-817
811
$8.52M 0.01%
56,532
+1,706
812
$8.51M 0.01%
99,164
-2,799
813
$8.47M 0.01%
112,381
+386
814
$8.46M 0.01%
+147,814
815
$8.45M 0.01%
206,795
+437
816
$8.4M 0.01%
89,979
+4,724
817
$8.4M 0.01%
495,572
-1,699
818
$8.4M 0.01%
227,420
+3,410
819
$8.4M 0.01%
1,421
+35
820
$8.39M 0.01%
123,377
-23,407
821
$8.38M 0.01%
82,768
-38,072
822
$8.35M 0.01%
23,712
-981
823
$8.34M 0.01%
200,065
+5,533
824
$8.34M 0.01%
69,707
-1,441
825
$8.34M 0.01%
107,966
+726
31 32
33
34 35