Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
976
$5.94M 0.01%
21,396
+6,312
977
$5.92M 0.01%
131,011
+11,161
978
$5.9M 0.01%
38,950
+3,805
979
$5.9M 0.01%
278,455
-8,544
980
$5.88M 0.01%
142,432
+282
981
$5.88M 0.01%
109,134
-16,187
982
$5.87M 0.01%
113,345
-10,725
983
$5.85M 0.01%
117,008
+38,003
984
$5.85M 0.01%
42,893
+3,490
985
$5.84M 0.01%
184,892
+10,437
986
$5.83M 0.01%
74,394
+43,151
987
$5.83M 0.01%
178,141
+1,735
988
$5.82M 0.01%
332,684
+764
989
$5.81M 0.01%
55,265
+22,203
990
$5.81M 0.01%
133,245
+7,120
991
$5.79M 0.01%
118,149
-33,043
992
$5.77M 0.01%
27,406
+316
993
$5.74M 0.01%
43,799
+410
994
$5.73M 0.01%
114,281
+1,982
995
$5.73M 0.01%
16,754
-308
996
$5.72M 0.01%
74,648
+44,678
997
$5.71M 0.01%
53,973
+363
998
$5.69M 0.01%
63,464
-61,220
999
$5.69M 0.01%
269,676
+51,625
1000
$5.68M 0.01%
50,853
+6,418
38 39
40
41 42