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
1076
$4.94M 0.01%
13,410
+3,366
1077
$4.94M 0.01%
124,533
-16,208
1078
$4.94M 0.01%
244,449
-646
1079
$4.89M 0.01%
31,876
+24
1080
$4.89M 0.01%
324,948
+13,482
1081
$4.89M 0.01%
150,850
+19,390
1082
$4.87M 0.01%
67,317
+11,823
1083
$4.86M 0.01%
102,157
+38,471
1084
$4.83M 0.01%
54,391
-1,608
1085
$4.82M 0.01%
35,402
-3,262
1086
$4.81M 0.01%
106,198
-502
1087
$4.81M 0.01%
127,783
-52,375
1088
$4.81M 0.01%
125,052
+3,093
1089
$4.79M 0.01%
78,827
+6,398
1090
$4.79M 0.01%
34,924
+18,409
1091
$4.78M 0.01%
90,315
-1,059
1092
$4.78M 0.01%
74,504
+2,349
1093
$4.78M 0.01%
26,115
+8,795
1094
$4.77M 0.01%
129,440
+29,120
1095
$4.77M 0.01%
43,952
+3,196
1096
$4.76M 0.01%
135,491
-2,928
1097
$4.73M 0.01%
28,758
-204
1098
$4.73M 0.01%
356,953
-729
1099
$4.73M 0.01%
149,717
-7,979
1100
$4.73M 0.01%
99,299
-2,933
42 43
44
45 46