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
826
$8.33M 0.01%
97,177
+25,368
827
$8.32M 0.01%
80,736
-114
828
$8.32M 0.01%
269,571
-91,614
829
$8.31M 0.01%
464,089
+141
830
$8.3M 0.01%
90,406
-176
831
$8.29M 0.01%
35,098
+7,547
832
$8.26M 0.01%
72,675
+22,831
833
$8.26M 0.01%
211,335
+46,077
834
$8.22M 0.01%
63,664
-12,611
835
$8.2M 0.01%
154,394
+3,748
836
$8.19M 0.01%
47,008
+22,820
837
$8.13M 0.01%
24,317
+878
838
$8.12M 0.01%
143,230
+48,217
839
$8.12M 0.01%
461,600
+96,001
840
$8.11M 0.01%
172,509
-26,027
841
$8.09M 0.01%
343,744
+14,148
842
$8.06M 0.01%
143,812
-9,388
843
$8.02M 0.01%
130,958
+2,221
844
$7.98M 0.01%
411,262
+2,259
845
$7.97M 0.01%
377,738
+29,896
846
$7.95M 0.01%
314,235
+20,229
847
$7.88M 0.01%
162,044
+34,611
848
$7.86M 0.01%
78,116
-33,034
849
$7.85M 0.01%
139,424
+39,192
850
$7.84M 0.01%
213,973
-3,538
32 33
34
35 36