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
1001
$5.68M 0.01%
101,432
-119
1002
$5.68M 0.01%
205,657
+930
1003
$5.66M 0.01%
31,083
-1,760
1004
$5.66M 0.01%
210,999
-19,173
1005
$5.64M 0.01%
123,020
+89,203
1006
$5.64M 0.01%
556,135
+25,473
1007
$5.63M 0.01%
169,614
+3,116
1008
$5.63M 0.01%
278,940
-65
1009
$5.62M 0.01%
66,582
+29,315
1010
$5.61M 0.01%
161,043
-97,483
1011
$5.61M 0.01%
211,518
+13,279
1012
$5.6M 0.01%
72,795
+23,233
1013
$5.6M 0.01%
51,972
-1,184
1014
$5.58M 0.01%
46,678
-288
1015
$5.57M 0.01%
+53,729
1016
$5.57M 0.01%
466,878
+413,494
1017
$5.55M 0.01%
220,877
+20,523
1018
$5.55M 0.01%
438,733
+6,544
1019
$5.54M 0.01%
88,068
-7,628
1020
$5.53M 0.01%
201,645
+41,931
1021
$5.53M 0.01%
208,144
-15,757
1022
$5.53M 0.01%
109,509
+16,741
1023
$5.53M 0.01%
42,018
-1,327
1024
$5.52M 0.01%
515,816
+103,627
1025
$5.52M 0.01%
191,456
+166,659
39 40
41
42 43