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
1251
$3.56M ﹤0.01%
162,205
-33,676
1252
$3.55M ﹤0.01%
58,297
+890
1253
$3.54M ﹤0.01%
57,884
-13,242
1254
$3.54M ﹤0.01%
374,502
-501,351
1255
$3.54M ﹤0.01%
119,574
+38,401
1256
$3.52M ﹤0.01%
142,747
+2,973
1257
$3.52M ﹤0.01%
18,351
+675
1258
$3.5M ﹤0.01%
197,474
-2,837
1259
$3.5M ﹤0.01%
134,144
+20,338
1260
$3.49M ﹤0.01%
114,093
-1,320
1261
$3.49M ﹤0.01%
75,002
+3,876
1262
$3.48M ﹤0.01%
94,347
+21,513
1263
$3.48M ﹤0.01%
48,098
1264
$3.47M ﹤0.01%
15,229
+88
1265
$3.46M ﹤0.01%
132,691
-5,467
1266
$3.45M ﹤0.01%
19,590
+11,706
1267
$3.45M ﹤0.01%
32,484
+251
1268
$3.44M ﹤0.01%
43,536
-1,992
1269
$3.44M ﹤0.01%
34,675
+1,483
1270
$3.44M ﹤0.01%
68,550
+342
1271
$3.44M ﹤0.01%
585,283
+9,300
1272
$3.43M ﹤0.01%
1,943
-28
1273
$3.42M ﹤0.01%
137,610
+13,860
1274
$3.41M ﹤0.01%
104,025
-80,154
1275
$3.41M ﹤0.01%
69,625
+13,981
49 50
51
52 53