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
1101
$4.71M 0.01%
18,648
+547
1102
$4.69M 0.01%
59,921
+8,324
1103
$4.68M 0.01%
91,460
-21,377
1104
$4.68M 0.01%
111,314
+29,766
1105
$4.66M 0.01%
75,868
-4,544
1106
$4.66M 0.01%
59,346
-864
1107
$4.66M 0.01%
75,831
-469
1108
$4.66M 0.01%
187,323
-29
1109
$4.66M 0.01%
125,537
+1,445
1110
$4.64M 0.01%
32,625
-2,961
1111
$4.64M 0.01%
107,241
+12,282
1112
$4.64M 0.01%
65,731
+3,251
1113
$4.64M 0.01%
62,888
+884
1114
$4.62M 0.01%
28,936
+632
1115
$4.62M 0.01%
76,378
-16,055
1116
$4.62M 0.01%
33,376
+5,055
1117
$4.6M 0.01%
327,134
+14,022
1118
$4.6M 0.01%
62,892
+7,356
1119
$4.6M 0.01%
50,810
+11,306
1120
$4.58M 0.01%
280,547
-6,888
1121
$4.58M 0.01%
18,706
-201
1122
$4.57M 0.01%
43,800
-904
1123
$4.56M 0.01%
46,827
+3,981
1124
$4.56M 0.01%
41,016
+322
1125
$4.55M 0.01%
48,488
+839
43 44
45
46 47