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
1051
$5.26M 0.01%
184,483
+1,978
1052
$5.25M 0.01%
31,793
+972
1053
$5.25M 0.01%
65,491
-900
1054
$5.2M 0.01%
71,370
-276
1055
$5.15M 0.01%
197,745
-1,581
1056
$5.14M 0.01%
127,492
+23,687
1057
$5.13M 0.01%
219,238
+27,897
1058
$5.12M 0.01%
130,768
-4,009
1059
$5.11M 0.01%
369,873
-2,222
1060
$5.1M 0.01%
65,161
-2,987
1061
$5.1M 0.01%
109,478
+4,809
1062
$5.07M 0.01%
118,023
+64,903
1063
$5.06M 0.01%
52,726
+5,916
1064
$5.05M 0.01%
72,137
-24,769
1065
$5.05M 0.01%
119,880
-1,487
1066
$5.05M 0.01%
371,566
+26,003
1067
$5.04M 0.01%
121,125
+11,484
1068
$5.03M 0.01%
89,513
-6,348
1069
$5M 0.01%
9,338
-3,882
1070
$5M 0.01%
33,217
-4,030
1071
$5M 0.01%
68,206
+97
1072
$4.98M 0.01%
228,413
+4,288
1073
$4.97M 0.01%
75,325
+3,007
1074
$4.97M 0.01%
42,195
-1,150
1075
$4.95M 0.01%
54,179
+10,491
41 42
43
44 45