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
1026
$5.5M 0.01%
83,782
+3,665
1027
$5.5M 0.01%
98,029
-3,180
1028
$5.49M 0.01%
85,498
-7,488
1029
$5.49M 0.01%
194,371
-17,072
1030
$5.45M 0.01%
87,325
+5,369
1031
$5.42M 0.01%
113,029
-7,186
1032
$5.42M 0.01%
42,131
+2,373
1033
$5.42M 0.01%
79,989
+702
1034
$5.41M 0.01%
81,574
-176
1035
$5.41M 0.01%
110,817
+6,825
1036
$5.4M 0.01%
76,566
+57,610
1037
$5.39M 0.01%
35,166
+2,362
1038
$5.37M 0.01%
52,297
+9,388
1039
$5.37M 0.01%
76,942
+5,073
1040
$5.37M 0.01%
63,442
+18,310
1041
$5.36M 0.01%
63,826
+3,786
1042
$5.34M 0.01%
81,139
+522
1043
$5.34M 0.01%
154,511
+23,490
1044
$5.33M 0.01%
111,782
-28,945
1045
$5.31M 0.01%
38,694
+3,484
1046
$5.31M 0.01%
7,028
+1,284
1047
$5.3M 0.01%
298,374
+10,468
1048
$5.29M 0.01%
373,443
+56,020
1049
$5.28M 0.01%
327,465
+68,244
1050
$5.27M 0.01%
25,299
+193
40 41
42
43 44