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
1501
$2.34M ﹤0.01%
19,774
-349
1502
$2.34M ﹤0.01%
41,842
+20,210
1503
$2.33M ﹤0.01%
10,174
+1,126
1504
$2.32M ﹤0.01%
213,687
+86,732
1505
$2.32M ﹤0.01%
+48,101
1506
$2.32M ﹤0.01%
39,642
+13,932
1507
$2.32M ﹤0.01%
111,164
+4,043
1508
$2.31M ﹤0.01%
48,073
+40,266
1509
$2.3M ﹤0.01%
243,771
+1,823
1510
$2.29M ﹤0.01%
330,933
+11,734
1511
$2.29M ﹤0.01%
117,664
+50,133
1512
$2.29M ﹤0.01%
151,906
-27,866
1513
$2.28M ﹤0.01%
19,661
-3,640
1514
$2.28M ﹤0.01%
38,202
-3,594
1515
$2.28M ﹤0.01%
107,568
+5,324
1516
$2.27M ﹤0.01%
21,254
+3,828
1517
$2.27M ﹤0.01%
41,020
+11,829
1518
$2.27M ﹤0.01%
46,948
-1,208
1519
$2.27M ﹤0.01%
43,953
+4,590
1520
$2.27M ﹤0.01%
21,324
+2,898
1521
$2.26M ﹤0.01%
24,896
+343
1522
$2.26M ﹤0.01%
26,555
-6,619
1523
$2.26M ﹤0.01%
7,711
-442
1524
$2.25M ﹤0.01%
33,726
+2,515
1525
$2.25M ﹤0.01%
51,900
-14,115
59 60
61
62 63