Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
851
$7.83M 0.01%
88,262
+3,018
852
$7.83M 0.01%
264,427
+45,643
853
$7.81M 0.01%
58,760
+18,265
854
$7.77M 0.01%
310,137
+230,229
855
$7.75M 0.01%
112,791
-39,445
856
$7.73M 0.01%
110,040
-66,922
857
$7.7M 0.01%
151,431
+5,590
858
$7.66M 0.01%
81,721
-1,349
859
$7.65M 0.01%
84,221
+14,860
860
$7.62M 0.01%
128,645
-13,972
861
$7.61M 0.01%
131,477
-7,854
862
$7.61M 0.01%
+147,890
863
$7.58M 0.01%
75,818
+17,146
864
$7.54M 0.01%
92,826
-5,414
865
$7.54M 0.01%
134,838
-14,483
866
$7.53M 0.01%
100,984
+6,620
867
$7.52M 0.01%
48,388
+1,549
868
$7.52M 0.01%
117,576
-8,443
869
$7.51M 0.01%
120,106
-6,126
870
$7.49M 0.01%
256,507
+173,688
871
$7.47M 0.01%
128,160
-47,364
872
$7.47M 0.01%
66,244
-12,440
873
$7.46M 0.01%
173,953
+23,449
874
$7.45M 0.01%
64,701
-692
875
$7.45M 0.01%
78,248
+12,338
33 34
35
36 37