Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
1451
$2.53M ﹤0.01%
143,000
1452
$2.53M ﹤0.01%
51,232
-918
1453
$2.53M ﹤0.01%
93,039
+32,612
1454
$2.52M ﹤0.01%
182,746
+4,422
1455
$2.52M ﹤0.01%
28,772
+2,006
1456
$2.52M ﹤0.01%
29,726
+1,811
1457
$2.52M ﹤0.01%
43,634
+1,967
1458
$2.52M ﹤0.01%
56,293
+11,395
1459
$2.52M ﹤0.01%
61,056
+6,512
1460
$2.5M ﹤0.01%
29,853
+836
1461
$2.5M ﹤0.01%
99,496
+51,666
1462
$2.49M ﹤0.01%
14,676
+674
1463
$2.49M ﹤0.01%
9,085
+7,020
1464
$2.48M ﹤0.01%
15,007
-461
1465
$2.47M ﹤0.01%
54,402
+45,277
1466
$2.46M ﹤0.01%
+123,967
1467
$2.46M ﹤0.01%
155,737
-18,334
1468
$2.45M ﹤0.01%
45,040
-3,790
1469
$2.45M ﹤0.01%
185,239
+7,101
1470
$2.44M ﹤0.01%
96,562
-3,288
1471
$2.44M ﹤0.01%
86,185
+1,890
1472
$2.44M ﹤0.01%
118,980
-12,658
1473
$2.43M ﹤0.01%
93,046
-36,559
1474
$2.43M ﹤0.01%
286,745
-11,756
1475
$2.42M ﹤0.01%
119,894
+3,017
57 58
59
60 61