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
1401
$2.74M ﹤0.01%
46,500
-18,307
1402
$2.74M ﹤0.01%
113,383
+3,285
1403
$2.73M ﹤0.01%
28,393
+7,448
1404
$2.73M ﹤0.01%
60,127
+21,340
1405
$2.73M ﹤0.01%
106,277
+1,709
1406
$2.72M ﹤0.01%
49,443
-3,224
1407
$2.72M ﹤0.01%
15,295
+544
1408
$2.71M ﹤0.01%
200,836
-19,875
1409
$2.71M ﹤0.01%
408,605
+177,860
1410
$2.71M ﹤0.01%
20,819
-454
1411
$2.71M ﹤0.01%
55,057
-1,174
1412
$2.7M ﹤0.01%
61,170
-4,138
1413
$2.7M ﹤0.01%
57,908
+19,621
1414
$2.7M ﹤0.01%
18,113
+13,409
1415
$2.69M ﹤0.01%
14,709
+2,919
1416
$2.69M ﹤0.01%
44,327
+6,972
1417
$2.69M ﹤0.01%
157,045
-11,424
1418
$2.68M ﹤0.01%
91,330
+841
1419
$2.68M ﹤0.01%
22,187
+18,112
1420
$2.67M ﹤0.01%
62,070
-10,535
1421
$2.67M ﹤0.01%
101,373
+33
1422
$2.67M ﹤0.01%
88,033
-4,166
1423
$2.67M ﹤0.01%
35,897
+18,204
1424
$2.67M ﹤0.01%
109,735
-31,341
1425
$2.66M ﹤0.01%
55,269
+5,561
55 56
57
58 59