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
951
$6.25M 0.01%
160,387
+21,287
952
$6.24M 0.01%
120,649
+1,163
953
$6.23M 0.01%
95,756
-6,430
954
$6.21M 0.01%
46,522
+1,938
955
$6.21M 0.01%
965,303
-61,742
956
$6.19M 0.01%
150,818
+7,691
957
$6.19M 0.01%
186,811
+2,247
958
$6.18M 0.01%
340,757
-11,385
959
$6.16M 0.01%
66,309
+6,681
960
$6.16M 0.01%
221,582
+14,851
961
$6.14M 0.01%
55,883
-1,939
962
$6.13M 0.01%
87,105
+83,615
963
$6.12M 0.01%
100,943
+528
964
$6.07M 0.01%
23,615
+933
965
$6.06M 0.01%
40,287
+16,081
966
$6.06M 0.01%
68,081
-751
967
$6.06M 0.01%
151,121
+25,715
968
$6.02M 0.01%
46,277
+1,926
969
$5.99M 0.01%
24,615
-1,079
970
$5.98M 0.01%
25,197
+6,666
971
$5.97M 0.01%
106,230
-452
972
$5.97M 0.01%
28,141
-3,225
973
$5.96M 0.01%
62,989
+15,880
974
$5.95M 0.01%
237,545
-4,452
975
$5.95M 0.01%
401,400
-24,286
37 38
39
40 41