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
1326
$3.16M ﹤0.01%
+55,099
1327
$3.15M ﹤0.01%
85,976
-4,680
1328
$3.15M ﹤0.01%
108,756
-7,100
1329
$3.14M ﹤0.01%
77,775
+70,087
1330
$3.13M ﹤0.01%
175,522
+11,719
1331
$3.11M ﹤0.01%
5,516
+484
1332
$3.11M ﹤0.01%
194,139
+22,571
1333
$3.11M ﹤0.01%
105,130
-7,701
1334
$3.11M ﹤0.01%
132,071
-80,877
1335
$3.11M ﹤0.01%
46,618
-949
1336
$3.1M ﹤0.01%
56,279
+9,686
1337
$3.09M ﹤0.01%
68,025
-4,488
1338
$3.09M ﹤0.01%
27,700
-10,350
1339
$3.09M ﹤0.01%
51,245
+7,551
1340
$3.09M ﹤0.01%
18,227
+286
1341
$3.08M ﹤0.01%
24,838
-706
1342
$3.08M ﹤0.01%
14,658
+1,336
1343
$3.07M ﹤0.01%
58,241
-48,146
1344
$3.07M ﹤0.01%
31,803
+9,521
1345
$3.06M ﹤0.01%
150,262
+42,293
1346
$3.06M ﹤0.01%
124,307
-804,883
1347
$3.06M ﹤0.01%
18,233
-2,831
1348
$3.06M ﹤0.01%
253,686
-995
1349
$3.06M ﹤0.01%
215,747
-17,776
1350
$3.05M ﹤0.01%
79,768
+1,063
52 53
54
55 56