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
1226
$3.75M 0.01%
39,198
+4,310
1227
$3.75M 0.01%
68,732
+3,377
1228
$3.73M ﹤0.01%
47,948
-5,117
1229
$3.72M ﹤0.01%
169,290
-301
1230
$3.72M ﹤0.01%
87,041
-16,551
1231
$3.71M ﹤0.01%
34,500
+3,704
1232
$3.71M ﹤0.01%
30,115
+2,212
1233
$3.71M ﹤0.01%
30,023
+1,149
1234
$3.7M ﹤0.01%
66,517
-551
1235
$3.67M ﹤0.01%
52,406
+3,314
1236
$3.67M ﹤0.01%
65,355
+34,414
1237
$3.67M ﹤0.01%
57,450
-56,892
1238
$3.66M ﹤0.01%
50,746
+48,009
1239
$3.65M ﹤0.01%
38,543
-526
1240
$3.64M ﹤0.01%
138,162
+100,130
1241
$3.64M ﹤0.01%
30,037
+180
1242
$3.64M ﹤0.01%
36,299
-6,986
1243
$3.63M ﹤0.01%
149,088
+8,442
1244
$3.63M ﹤0.01%
145,409
+7,312
1245
$3.63M ﹤0.01%
27,019
+18,913
1246
$3.63M ﹤0.01%
125,113
+30,999
1247
$3.59M ﹤0.01%
+343,445
1248
$3.58M ﹤0.01%
22,903
+2,020
1249
$3.57M ﹤0.01%
22,385
-16,575
1250
$3.56M ﹤0.01%
80,448
-2,356
48 49
50
51 52