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
926
$6.51M 0.01%
40,194
-1,079
927
$6.5M 0.01%
24,556
-1,884
928
$6.5M 0.01%
112,887
-4,174
929
$6.5M 0.01%
13,739
+3,207
930
$6.5M 0.01%
43,678
-4,174
931
$6.47M 0.01%
81,414
+5,376
932
$6.45M 0.01%
403,258
-131,907
933
$6.44M 0.01%
171,049
-739
934
$6.43M 0.01%
250,607
-2,983
935
$6.43M 0.01%
68,282
+1,391
936
$6.38M 0.01%
212,128
-64,204
937
$6.37M 0.01%
86,378
+5,366
938
$6.37M 0.01%
60,233
+31,434
939
$6.37M 0.01%
203,575
-19,890
940
$6.37M 0.01%
71,397
+746
941
$6.34M 0.01%
160,887
+88,000
942
$6.33M 0.01%
221,204
+55,573
943
$6.29M 0.01%
82,063
-275
944
$6.29M 0.01%
102,996
-35,958
945
$6.28M 0.01%
431,946
+310,337
946
$6.27M 0.01%
128,352
+2,316
947
$6.26M 0.01%
121,970
+1,155
948
$6.26M 0.01%
41,488
+1,435
949
$6.26M 0.01%
33,608
+2,327
950
$6.25M 0.01%
111,689
+6,726
36 37
38
39 40