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
1176
$4.09M 0.01%
125,588
-430,212
1177
$4.08M 0.01%
6,117
-313
1178
$4.08M 0.01%
94,765
-5,570
1179
$4.08M 0.01%
278,601
+14,660
1180
$4.07M 0.01%
162,731
+116,908
1181
$4.07M 0.01%
55,656
-3,632
1182
$4.07M 0.01%
47,673
+8,049
1183
$4.07M 0.01%
22,754
+662
1184
$4.06M 0.01%
75,758
+36,509
1185
$4.06M 0.01%
74,876
+1,631
1186
$4.06M 0.01%
36,905
+8,073
1187
$4.04M 0.01%
47,189
-217
1188
$4.04M 0.01%
93,183
+2,198
1189
$4.03M 0.01%
101,521
+15,244
1190
$4.02M 0.01%
628,379
-53,083
1191
$4.02M 0.01%
+78,921
1192
$4.01M 0.01%
89,365
+24,735
1193
$4M 0.01%
68,450
-3,839
1194
$3.99M 0.01%
50,457
+3,167
1195
$3.99M 0.01%
76,082
-14,477
1196
$3.99M 0.01%
41,660
+20,462
1197
$3.98M 0.01%
12,665
+635
1198
$3.98M 0.01%
124,140
+350
1199
$3.97M 0.01%
32,544
-604
1200
$3.96M 0.01%
161,826
+2,756
46 47
48
49 50