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
1526
$2.25M ﹤0.01%
55,839
+1,527
1527
$2.25M ﹤0.01%
82,186
+26,493
1528
$2.24M ﹤0.01%
103,010
+7,005
1529
$2.24M ﹤0.01%
53,035
+30,060
1530
$2.23M ﹤0.01%
69,157
-1,975
1531
$2.23M ﹤0.01%
65,097
+1,150
1532
$2.23M ﹤0.01%
29,391
-6,031
1533
$2.23M ﹤0.01%
43,367
-27,300
1534
$2.23M ﹤0.01%
147,816
-3,183
1535
$2.22M ﹤0.01%
49,728
+5,109
1536
$2.22M ﹤0.01%
25,118
+12,434
1537
$2.22M ﹤0.01%
46,090
-58,383
1538
$2.21M ﹤0.01%
89,362
+6,102
1539
$2.21M ﹤0.01%
75,974
+85
1540
$2.21M ﹤0.01%
65,509
+56,588
1541
$2.2M ﹤0.01%
344,786
+96,844
1542
$2.2M ﹤0.01%
42,081
-910
1543
$2.2M ﹤0.01%
22,916
+217
1544
$2.19M ﹤0.01%
87,367
-640
1545
$2.19M ﹤0.01%
29,371
-2,306
1546
$2.19M ﹤0.01%
41,273
-116,854
1547
$2.19M ﹤0.01%
100,355
+35,072
1548
$2.19M ﹤0.01%
33,768
+573
1549
$2.19M ﹤0.01%
214,160
+13,909
1550
$2.19M ﹤0.01%
21,917
+3,505
60 61
62
63 64