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
126
$137M 0.18%
1,440,105
+36,417
127
$135M 0.18%
528,454
-2,684
128
$133M 0.18%
1,694,092
+146,870
129
$133M 0.18%
1,556,597
+226,976
130
$131M 0.17%
761,294
+26,438
131
$130M 0.17%
758,656
-2,540
132
$130M 0.17%
6,975,919
-1,195,241
133
$130M 0.17%
1,784,036
+56,988
134
$127M 0.17%
2,959,685
+33,639
135
$127M 0.17%
2,525,896
+90,135
136
$127M 0.17%
2,037,081
-119,794
137
$127M 0.17%
468,760
+19,806
138
$126M 0.17%
3,633,077
+98,320
139
$125M 0.17%
1,039,567
-6,235
140
$125M 0.16%
264,102
+11,553
141
$124M 0.16%
870,621
+8,200
142
$123M 0.16%
1,437,102
+66,389
143
$123M 0.16%
3,140,485
+475,877
144
$122M 0.16%
1,452,407
+100,539
145
$122M 0.16%
346,606
+12,378
146
$119M 0.16%
577,821
+59,713
147
$119M 0.16%
2,841,846
+38,978
148
$119M 0.16%
1,343,716
+21,875
149
$118M 0.16%
794,886
+612,377
150
$117M 0.15%
1,192,230
-2,679
4 5
6
7 8