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
101
$174M 0.23%
2,910,026
-9,791
102
$173M 0.23%
917,612
-5,884
103
$171M 0.23%
1,964,124
+104,067
104
$169M 0.22%
3,013,473
+109,070
105
$166M 0.22%
1,453,087
+101,825
106
$164M 0.22%
2,896,285
+269,085
107
$164M 0.22%
178,831
+12,551
108
$163M 0.22%
1,899,496
-2,738,857
109
$162M 0.21%
2,305,967
+26,228
110
$159M 0.21%
1,822,453
-7,125
111
$156M 0.21%
3,163,053
+7,805
112
$156M 0.21%
435,036
+59,085
113
$156M 0.21%
1,930,739
-14,751
114
$152M 0.2%
432,306
+11,340
115
$150M 0.2%
532,762
+31,409
116
$150M 0.2%
327,859
-5,758
117
$150M 0.2%
1,020,636
+79,499
118
$148M 0.2%
2,745,182
-243,726
119
$148M 0.2%
764,781
+7,569
120
$141M 0.19%
813,619
+48,730
121
$140M 0.19%
1,357,147
-16,019
122
$139M 0.18%
886,332
+85,718
123
$139M 0.18%
1,551,206
+48,801
124
$138M 0.18%
3,790,604
+2,317
125
$138M 0.18%
1,072,554
+19,309
3 4
5
6 7