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
1276
$3.41M ﹤0.01%
124,039
-337,133
1277
$3.41M ﹤0.01%
115,520
-42,313
1278
$3.4M ﹤0.01%
54,778
+8,755
1279
$3.39M ﹤0.01%
23,145
+18,572
1280
$3.39M ﹤0.01%
158,467
+12,822
1281
$3.39M ﹤0.01%
103,354
-21,035
1282
$3.38M ﹤0.01%
+66,060
1283
$3.38M ﹤0.01%
71,089
+13,618
1284
$3.38M ﹤0.01%
175,148
+27,323
1285
$3.36M ﹤0.01%
199,590
-13,327
1286
$3.36M ﹤0.01%
34,602
-531
1287
$3.36M ﹤0.01%
85,231
+3,336
1288
$3.36M ﹤0.01%
48,493
+2,611
1289
$3.35M ﹤0.01%
395,633
+119,490
1290
$3.35M ﹤0.01%
15,489
-431
1291
$3.35M ﹤0.01%
37,261
+2,841
1292
$3.35M ﹤0.01%
246,947
+2,673
1293
$3.35M ﹤0.01%
127,173
-69,019
1294
$3.34M ﹤0.01%
67,384
-272,047
1295
$3.34M ﹤0.01%
150,339
+6,018
1296
$3.33M ﹤0.01%
475,429
+17,778
1297
$3.33M ﹤0.01%
131,573
+7,013
1298
$3.32M ﹤0.01%
336,217
+27,682
1299
$3.32M ﹤0.01%
18,373
+132
1300
$3.31M ﹤0.01%
22,343
-14,754
50 51
52
53 54