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
1126
$4.55M 0.01%
84,841
-5,378
1127
$4.55M 0.01%
65,168
-1,161
1128
$4.53M 0.01%
97,969
+720
1129
$4.53M 0.01%
73,912
+6,654
1130
$4.52M 0.01%
37,289
+3,479
1131
$4.51M 0.01%
99,514
+6,278
1132
$4.51M 0.01%
174,281
+147,511
1133
$4.51M 0.01%
117,478
+12,785
1134
$4.5M 0.01%
44,338
+3,979
1135
$4.5M 0.01%
14,835
+2,368
1136
$4.49M 0.01%
40,037
+715
1137
$4.48M 0.01%
59,279
+6,585
1138
$4.48M 0.01%
50,623
+223
1139
$4.47M 0.01%
50,667
-3,174
1140
$4.46M 0.01%
83,765
+6,360
1141
$4.45M 0.01%
66,762
-21,954
1142
$4.43M 0.01%
192,663
-12,340
1143
$4.43M 0.01%
126,193
+2,263
1144
$4.42M 0.01%
17,424
+360
1145
$4.41M 0.01%
146,854
+13,592
1146
$4.41M 0.01%
233,995
-30,254
1147
$4.37M 0.01%
71,499
+1,314
1148
$4.37M 0.01%
539,978
+24,000
1149
$4.36M 0.01%
60,759
-5,818
1150
$4.36M 0.01%
46,037
-64,224
44 45
46
47 48