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
76
$245M 0.32%
1,407,022
+76,072
77
$241M 0.32%
5,091,713
+63,328
78
$238M 0.31%
795,604
+6,538
79
$238M 0.31%
4,498,221
+88,332
80
$236M 0.31%
495,401
+56,571
81
$235M 0.31%
1,357,702
+57,463
82
$226M 0.3%
3,749,640
+962,880
83
$225M 0.3%
1,191,795
+72,794
84
$224M 0.3%
1,071,123
+33,460
85
$223M 0.29%
3,807,057
+30,681
86
$215M 0.28%
330,935
+13,527
87
$212M 0.28%
1,508,573
+34,308
88
$208M 0.28%
3,403,479
-131,090
89
$205M 0.27%
1,219,755
-20,645
90
$204M 0.27%
1,524,726
-102,131
91
$201M 0.27%
894,525
+41,215
92
$201M 0.27%
2,161,134
+113,592
93
$187M 0.25%
582,978
+21,504
94
$185M 0.24%
1,396,762
+177,552
95
$182M 0.24%
702,207
+19,779
96
$181M 0.24%
799,625
+4,223
97
$180M 0.24%
3,010,721
+89,765
98
$177M 0.23%
1,595,988
-3,276
99
$177M 0.23%
762,804
+46,313
100
$174M 0.23%
631,352
+168,123
2 3
4
5 6