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
1151
$4.35M 0.01%
169,856
-8,788
1152
$4.34M 0.01%
16,506
+43
1153
$4.33M 0.01%
46,588
-1,877
1154
$4.32M 0.01%
405,103
+35,512
1155
$4.32M 0.01%
36,883
-82,537
1156
$4.32M 0.01%
31,689
-1,108
1157
$4.29M 0.01%
249,461
+78,720
1158
$4.26M 0.01%
37,492
+3,272
1159
$4.23M 0.01%
148,785
+139,280
1160
$4.23M 0.01%
15,320
+295
1161
$4.22M 0.01%
68,449
+6,129
1162
$4.22M 0.01%
10,253
-1,085
1163
$4.21M 0.01%
235,481
+62,571
1164
$4.17M 0.01%
285,290
-16,054
1165
$4.15M 0.01%
18,603
+1,047
1166
$4.15M 0.01%
26,811
-230
1167
$4.14M 0.01%
103,382
-13,151
1168
$4.13M 0.01%
231,886
-1,912
1169
$4.13M 0.01%
50,044
-34,729
1170
$4.12M 0.01%
38,968
+894
1171
$4.12M 0.01%
293,555
-64,896
1172
$4.11M 0.01%
92,255
+1,171
1173
$4.11M 0.01%
425,033
+737
1174
$4.11M 0.01%
102,691
-1,132
1175
$4.1M 0.01%
61,085
-2,344
45 46
47
48 49