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
1301
$3.3M ﹤0.01%
123,141
+26,674
1302
$3.3M ﹤0.01%
40,694
-1,368
1303
$3.29M ﹤0.01%
231,588
+132,866
1304
$3.29M ﹤0.01%
109,162
+566
1305
$3.29M ﹤0.01%
63,428
-6,007
1306
$3.29M ﹤0.01%
601,936
+16,486
1307
$3.27M ﹤0.01%
25,326
+19,303
1308
$3.26M ﹤0.01%
72,021
-32
1309
$3.26M ﹤0.01%
264,891
+22,896
1310
$3.25M ﹤0.01%
99,740
+1,522
1311
$3.24M ﹤0.01%
247,660
+86,031
1312
$3.24M ﹤0.01%
18,710
-345
1313
$3.24M ﹤0.01%
223,499
+6,861
1314
$3.23M ﹤0.01%
43,502
+8,198
1315
$3.23M ﹤0.01%
375,029
-4,900
1316
$3.21M ﹤0.01%
123,958
+74,372
1317
$3.2M ﹤0.01%
95,263
+52,871
1318
$3.2M ﹤0.01%
36,786
-43,260
1319
$3.2M ﹤0.01%
21,177
-3,429
1320
$3.19M ﹤0.01%
69,879
+888
1321
$3.19M ﹤0.01%
65,258
-2,010
1322
$3.19M ﹤0.01%
57,078
+4,565
1323
$3.19M ﹤0.01%
26,076
-695
1324
$3.17M ﹤0.01%
78,017
+31,398
1325
$3.16M ﹤0.01%
102,854
-427
51 52
53
54 55