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
1476
$2.42M ﹤0.01%
25,261
+542
1477
$2.42M ﹤0.01%
33,170
+14,848
1478
$2.41M ﹤0.01%
140,462
-62,767
1479
$2.41M ﹤0.01%
78,949
+28,296
1480
$2.41M ﹤0.01%
84,252
-3,207
1481
$2.41M ﹤0.01%
57,698
+891
1482
$2.41M ﹤0.01%
41,969
-278
1483
$2.41M ﹤0.01%
6,458
-729
1484
$2.4M ﹤0.01%
75,815
-11,402
1485
$2.4M ﹤0.01%
29,277
+8
1486
$2.4M ﹤0.01%
23,362
-2,410
1487
$2.4M ﹤0.01%
23,811
+1,999
1488
$2.4M ﹤0.01%
20,293
+3,634
1489
$2.4M ﹤0.01%
116,044
+69,001
1490
$2.39M ﹤0.01%
25,945
+6,073
1491
$2.39M ﹤0.01%
34,943
+1,138
1492
$2.38M ﹤0.01%
+29,801
1493
$2.37M ﹤0.01%
23,728
-8,869
1494
$2.37M ﹤0.01%
26,293
+9,359
1495
$2.37M ﹤0.01%
26,154
+6,623
1496
$2.37M ﹤0.01%
44,836
+3,213
1497
$2.36M ﹤0.01%
54,218
-2,937
1498
$2.35M ﹤0.01%
82,708
+27,879
1499
$2.35M ﹤0.01%
107,715
+9,784
1500
$2.34M ﹤0.01%
77,000
58 59
60
61 62