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
1351
$3.05M ﹤0.01%
97,247
+9,194
1352
$3.05M ﹤0.01%
32,813
+6,301
1353
$3.04M ﹤0.01%
980,947
+99,389
1354
$3.04M ﹤0.01%
204,432
+15,463
1355
$3.02M ﹤0.01%
65,622
-4,731
1356
$3.02M ﹤0.01%
64,018
+2,392
1357
$3.01M ﹤0.01%
86,817
-11,234
1358
$3M ﹤0.01%
71,653
+3,638
1359
$3M ﹤0.01%
54,183
-72
1360
$3M ﹤0.01%
56,711
-703
1361
$2.99M ﹤0.01%
91,332
+8,980
1362
$2.99M ﹤0.01%
48,300
-96,386
1363
$2.99M ﹤0.01%
84,513
+18,950
1364
$2.98M ﹤0.01%
61,701
-12,591
1365
$2.98M ﹤0.01%
31,631
+6,619
1366
$2.96M ﹤0.01%
14,600
-2,096
1367
$2.96M ﹤0.01%
77,871
-902
1368
$2.95M ﹤0.01%
112,030
+34,124
1369
$2.95M ﹤0.01%
21,126
+2,373
1370
$2.93M ﹤0.01%
42,128
+30,296
1371
$2.92M ﹤0.01%
43,314
-783
1372
$2.92M ﹤0.01%
47,178
+1,641
1373
$2.92M ﹤0.01%
214,684
-18,986
1374
$2.92M ﹤0.01%
22,876
-6,911
1375
$2.91M ﹤0.01%
75,824
-635
53 54
55
56 57