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
1376
$2.91M ﹤0.01%
127,787
+852
1377
$2.91M ﹤0.01%
39,749
+5,917
1378
$2.9M ﹤0.01%
105,235
+529
1379
$2.89M ﹤0.01%
149,128
-710
1380
$2.89M ﹤0.01%
321,140
-1,176
1381
$2.89M ﹤0.01%
246,162
+13,438
1382
$2.88M ﹤0.01%
74,715
+2,147
1383
$2.87M ﹤0.01%
37,476
+2,005
1384
$2.86M ﹤0.01%
36,384
+3,362
1385
$2.83M ﹤0.01%
39,010
+1,280
1386
$2.83M ﹤0.01%
75,736
+4,551
1387
$2.82M ﹤0.01%
51,850
+4,692
1388
$2.82M ﹤0.01%
31,049
+8,172
1389
$2.81M ﹤0.01%
32,145
+11,548
1390
$2.81M ﹤0.01%
76,996
+45,244
1391
$2.81M ﹤0.01%
61,206
+6,347
1392
$2.8M ﹤0.01%
41,813
+799
1393
$2.79M ﹤0.01%
74,974
+54,104
1394
$2.78M ﹤0.01%
22,593
-10,215
1395
$2.78M ﹤0.01%
71,522
-4,107
1396
$2.77M ﹤0.01%
44,456
-7,263
1397
$2.76M ﹤0.01%
181,994
-18,190
1398
$2.75M ﹤0.01%
148,595
+5,478
1399
$2.75M ﹤0.01%
70,041
+56,340
1400
$2.75M ﹤0.01%
93,395
+1,492
54 55
56
57 58