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
901
$6.86M 0.01%
21,553
+11,678
902
$6.85M 0.01%
135,159
-8,212
903
$6.84M 0.01%
27,525
+4,575
904
$6.83M 0.01%
112,666
+8,021
905
$6.83M 0.01%
136,749
-17,400
906
$6.82M 0.01%
150,873
+18,480
907
$6.82M 0.01%
+4,716
908
$6.75M 0.01%
305,375
-558
909
$6.75M 0.01%
205,747
+11,928
910
$6.72M 0.01%
51,976
-3,068
911
$6.7M 0.01%
57,788
-8,781
912
$6.69M 0.01%
17,130
+339
913
$6.67M 0.01%
36,294
-7,965
914
$6.66M 0.01%
202,133
+23,204
915
$6.65M 0.01%
65,354
+22,053
916
$6.64M 0.01%
64,149
-14,570
917
$6.63M 0.01%
164,176
-8,643
918
$6.61M 0.01%
40,835
+12,712
919
$6.58M 0.01%
196,486
+29,718
920
$6.58M 0.01%
39,137
+2,880
921
$6.56M 0.01%
258,807
+40,387
922
$6.55M 0.01%
144,691
+81,778
923
$6.54M 0.01%
119,224
+42,615
924
$6.53M 0.01%
156,957
-34,504
925
$6.53M 0.01%
96,419
+3,619
35 36
37
38 39