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
876
$7.43M 0.01%
92,853
-23,100
877
$7.41M 0.01%
86,428
-2,104
878
$7.4M 0.01%
73,307
+2,750
879
$7.4M 0.01%
123,185
+69,555
880
$7.38M 0.01%
80,223
-315
881
$7.38M 0.01%
73,463
-723
882
$7.38M 0.01%
86,833
+3,236
883
$7.37M 0.01%
448,952
+29,732
884
$7.33M 0.01%
272,355
-515,376
885
$7.33M 0.01%
178,966
+5,257
886
$7.32M 0.01%
183,689
+55,811
887
$7.27M 0.01%
438,394
-48,181
888
$7.25M 0.01%
86,517
-1,132
889
$7.23M 0.01%
89,968
+1,005
890
$7.22M 0.01%
23,912
-169
891
$7.2M 0.01%
599,351
+1,216
892
$7.19M 0.01%
400,893
-12,523
893
$7.16M 0.01%
87,905
+31,205
894
$7.14M 0.01%
261,250
+5,055
895
$7.11M 0.01%
172,799
-14,260
896
$7.1M 0.01%
124,216
-4,964
897
$7.04M 0.01%
520,006
+367,152
898
$7.01M 0.01%
90,212
+1,062
899
$6.95M 0.01%
213,036
-41,062
900
$6.88M 0.01%
65,433
+239
34 35
36
37 38