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
1201
$3.95M 0.01%
189,532
-43,877
1202
$3.94M 0.01%
47,600
+1,112
1203
$3.94M 0.01%
80,434
-402
1204
$3.94M 0.01%
18,808
-2,923
1205
$3.93M 0.01%
120,362
-38,089
1206
$3.93M 0.01%
43,402
-277,453
1207
$3.92M 0.01%
29,787
-2,735
1208
$3.91M 0.01%
59,019
+735
1209
$3.89M 0.01%
56,755
+2,642
1210
$3.88M 0.01%
56,796
-5,220
1211
$3.87M 0.01%
88,645
+33,978
1212
$3.86M 0.01%
163,760
+30,694
1213
$3.85M 0.01%
58,928
+17,481
1214
$3.82M 0.01%
28,140
-537
1215
$3.82M 0.01%
112,370
-1,935
1216
$3.81M 0.01%
14,075
+191
1217
$3.81M 0.01%
202,193
+16,685
1218
$3.8M 0.01%
75,000
1219
$3.79M 0.01%
366,298
+3,518
1220
$3.79M 0.01%
55,915
-1,239
1221
$3.78M 0.01%
49,742
+20,864
1222
$3.77M 0.01%
127,432
+3,471
1223
$3.77M 0.01%
195,532
+3,921
1224
$3.77M 0.01%
72,123
-20,935
1225
$3.76M 0.01%
+24,099
47 48
49
50 51